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Add a Competitive Analysis Section to an Existing Account Plan
Use Flow Builder to automatically add a section to the document associated a record each time the record is updated. For example, if you create an Account Plan template and associate it with the Account object, you can use the Edit Quip Document action to add a Competitive Analysis section.
Required Editions
| Available in: Lightning Experience |
| User Permissions Needed | |
|---|---|
| To create or change custom fields: | Customize Application |
| To open, edit, or create a flow in Flow Builder: | Manage Flow |
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Open Flow Builder.
From Setup, you can type Flows in the Quick Find box, select Flows, and then click New Flow.
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In the New Flow dialog box, select Record-Triggered Flow, and then
click Create.
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Fill in the fields using the following values, and then click
Done.
Field Description Object Object associated with the document that you want to add content to, for example, Account. Trigger the Flow When A record is created or updated Condition Requirements None
Alternatively, you can create a custom field on the object and set the Condition Requirements to check for an update to the custom field.
Run the Flow After the record is saved -
In the Flow Builder canvas, add the Edit Quip Document action.
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In the New Action dialog box, fill in the fields, and then click
Done.
For example, to replace a section titled Section A with a section titled Competitive Analysis, enter the following values.
Field Description Label A name for the action, for example, Edit Doc Content Location Location where you want to add content. For example, to replace an existing section, enter replace_section. Document URL Link to the document where you’re adding the document range. For example, to specify the document in the Quip Document URL field on a record, enter {!$Record.Quip_URL__c}. Document Type document Content The content to add to the document, for example:
<h2>Competitive Analysis</h2><p>Specify the strengths and weaknesses of current and potential competitors.</p>
Set the field to Include.
Content Format html Section Match Type prefix Section Style heading Section Text Section A Section Type textmatch Document Link {!$Record.Quip_URL__c} - Connect the start of the flow to the action.
- Click Save.
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Activate the flow.
The next time an Account record associated with the Account Plan is updated, a new Competitive Analysis section appears in the Account Plan.
