Salesforce Platform Flow: Create Child Records on Account via Opportunity Trigger

Configuration Steps

Step 1: To get started, navigate to the top of the page and click on Home. In the Quick Find section, locate and choose Flows. Once you've done that, access the right-hand panel and click on the New Flow button



Step 2: Select Record-Triggered Flow and click on Create



Step 3: In the Configure Start section

• Field: StageName 
• Operator: Equals 
• Value: Closed Won      

 
Step 4: Create Record Element: Drag the Create Record element on canvas 

• Field: Account_Name__c
• Operator: equals
• Value: {!$Record.AccountId}  

• Field: Name
• Operator: equals
• Value Implementation Record for {!$Record.Name}

Step 5: Save and activate the Flow

Result
When Opportunity stage Closed won, Implementation record created related to account and created record display on Opportunity record page.


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Written By: Divya Chauhan | Salesforce Answers Leader 
Divya Chauhan is a Salesforce Architect at Kcloud Technologies. She has 10 years of Salesforce experience and is 25 times Salesforce certified, as well as 7 times Salesforce Architect Certified. She is a Salesforce Community group leader and founder of the NGO DivyaEdu.org, which provides computer literacy programs and free Salesforce training to underprivileged children and women in rural areas.

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