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

This article explains how to create a Record-Triggered Flow that automatically creates a related child record (e.g., an Implementation record) on an Account when an Opportunity closes as Won.

Configuration Steps

Step 1: Create a New Flow

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

Select Record-Triggered Flow and click on Create

Step 3: Configure the Start Element

1. Select Object as Opportunity
2. Configure Trigger: Trigger the Flow When: A record is created or updated
3. Set Entry Conditions: In Condition Requirements select All Conditions are Meet (AND)
   • Field: StageName
   • Operator: Equals
   • Value: Closed Won
4. Optimize the Flow for: Actions and Related Records
5. Click on Done Button

Step 4: Add a Create Records Element

Drag the Create Record element on canvas

1. Type the Label (Create Implementation records). API Name will be auto generated
2. Select Object as Implementation
3. Set Field Values for the Implementations:
   • Field: Account_Name__c
   • Operator: equals
   • Value: {!$Record.AccountId}
4. Set Field Values for the Implementations:
   • Field: Name
   • Operator: equals
   • Value: Implementation Record for {!$Record.Name}
5. Click Done

Step 5: Save and Activate the Flow

Save and activate the Flow.

Result: When Opportunity stage is Closed Won, an Implementation record is created related to the account, and the created record displays on the 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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