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How to check if an Opportunity has an Opportunity Product Schedule using Flow

게시 일자: Aug 25, 2025
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This article provides a detailed guide on creating a record-triggered flow that activates upon the creation or update of an Opportunity. The flow evaluates the presence of related Opportunity Product Schedules. If none are found, it generated a task assigned to the Opportunity Owner to ensure timely follow-up or necessary action.

솔루션

Step 1: Create a new Record Triggered Flow on the Opportunity object, with the following values

 

    Object Opportunity
    Configure TriggerA record is created or updated
    Conditions RequirementsNone
    Optimize the Flow forActions and Related Records

     

     

    Step 2: Now add a Get Records Element, In the Get Records Element, substitute the following values:

    Notes :

    • Provide any suitable Label
    • It's optional but it's a best practice to provide descriptions
    LabelGet Opportunity Products
    DescriptionProvide any suitable description
    ObjectOpportunity Product
    Condition RequirementsAll Conditions Are Met (AND)
    LogicHasSchedule Equals {!$GlobalConstant.True}
    How Many Records to Store    Only the first record

     

     

    Step 3 : Add a Decision Element to check if there were any schedules found or not

     

    • If the collection {!Get_Opportunity_Products} is Not NULL, it means that the schedules were found and we will End the Flow
    • If the {!Get_Opportunity_Products} is Null, it means that the scheduled were not found and we will proceed to create a task for the Opportunity owner

     

     

    Step 4: Under the Not Found branch of the Decision Element add a New Task Action Element and fill in the task details

     

    LabelGive it appropriate name
    Assign To ID{!$Record.OwnerId}
    Related To ID{!$Record.Id}
    StatusNot Started (Give it an appropriate status)
    SubjectGive it an appropriate subject

               

     

      

     

    Step 5:  Save and Activate the Flow

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    Written by: Sumeet Negi | Forum Ambassador

    Sumeet Negi is a Salesforce CPQ Developer and one of the Forum Ambassador in the Trailblazer Community. He is 6x Salesforce certified and has more than 5.5 years of experience on the Salesforce platform. He is passionate about helping trailblazers get the most out of Trailblazer Community.

     

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