Attach Product Feedback to Lead and Opportunity Records with no code solution

This article explains how to capture Product Demo Feedback shared by clients on Lead records, and automatically carry that feedback over to the resulting Opportunity after Lead Conversion, using a custom object and Lightning Flow automation.

Data Model Setup

Step 1: Create a Custom Object for Product Demo Feedback

Create a custom object with the label Product Demo Feedback. Keep the API name of the custom object the same as the default. Within this object, create a custom field that is a Rich Text Area labeled Feedback. This field should contain the product feedback.

Step 2: Create a Lookup Relationship with Lead

Create a Lookup Relationship with Lead, with Product_Demo_Feedback__c being the child object and Lead being the parent object.

Step 3: Create a Lookup Relationship with Opportunity

Create a Lookup Relationship with Opportunity, with Product_Demo_Feedback__c being the child object and Opportunity being the parent object.

Step 4: Verify the Data Model

Verify that your data model matches the example image below. Depending on your business use case, you may also need to link the Product Feedback object with the Product object.

Lead Conversion Behavior

Step 5: Understand Lead Conversion

Upon Lead Conversion, you can establish a new Account, a new Contact, and a new Opportunity. If the Lead already exists in the form of an Account or Contact, you can skip creating new Account and Contact records and instead associate them with the relevant existing records during the Lead Conversion process.

Automating Feedback Transfer with Flow

Step 6: Create a New Flow

To associate the Product Feedback Records shared by the Lead with the Opportunity, use Salesforce's automation tool, Lightning Flows.

• Navigate to Setup > Process Automation > Flow.
• Note: You can only create a new Flow if you have the right permission, or if the Salesforce organization license type allows it.

Step 7: Select Record-Triggered Flow

Salesforce offers various options for creating Lightning Flows, such as Screen Flow, Platform Event-Triggered Flow, and so on. For this use case, select Record-Triggered Flow.

Step 8: Configure the Flow Trigger

The relevant new or existing Opportunity record is tagged to the Lead record using the standard field ConvertedOpportunityId on the Lead object.

• Select Actions & Related Records as the Flow type. This setting is useful because the Flow runs once the record is saved to the database, and the Opportunity record Id value is always available in the ConvertedOpportunityId field.
• Since the Flow should only trigger when the Lead is being converted (as indicated by the isConverted field), also perform a null check on the ConvertedOpportunityId standard field on the Lead record to avoid errors, as shown in the image below.

Step 9: Add an Update Records Element

Use the Update Records element in Flow Builder to update and tag the Product Feedback Records with the relevant Opportunity record.

Step 10: Configure the Update Records Element

Add a name and description for the Update Records element and set the conditions as below.

• Since the action is to only update records, use the Update Records action directly to update the Product Feedback Records by identifying them using the LeadId, and set the Opportunity Id on them.

Step 11: Name and Activate the Flow

Provide a relevant name for the Flow and activate it.

Written by: Meghesh Shenoy | Forum Ambassador
Meghesh Shenoy is a MuleSoft Ambassador and a Salesforce Forum Ambassador. He is a MuleSoft and Salesforce Certified Developer, carrying the knowledge of building automation solutions using Salesforce and MuleSoft. Meghesh is passionate about sharing knowledge and experience and also helping others sharpen and grow their MuleSoft & Salesforce skills together.

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