How To

Let’s Get With the Flow – Referencing Newly Created Records in a Flow

This blog post is a continuation of the loop basics, focusing on how to reference newly created record Ids later in the flow.  The original post showed you how to update the record in the loop. The second blog post focused on how to update a record related to the record in your loop. Here… Continue reading Let’s Get With the Flow – Referencing Newly Created Records in a Flow

How To

Add Product(s) to an Opportunity W/O Specifying Quantity and Price

‘ For those who have added products to an opportunity in Salesforce, you know that you need to specify a quantity and sales price for each product added which overrides the opportunity amount. However, not all industries sell products that way, especially the financial services industry as an example. Prices for financial instruments are based… Continue reading Add Product(s) to an Opportunity W/O Specifying Quantity and Price