Salesforce Create multiple child records based on a number field in the parent using flow
For this example, I'm using salesforce flow to create Ramp plans (child object) based on a number value field in opportunity (parent object)
The flow starts from a process builder after an Opportunity closed won
In here my number value field is Contract Term Length (In Months)
This is kind of a custom loop which iterate the Contract Term Length
Final flow diagram
Start by creating an Auto launched flow
Let's create the variables we need to store the object data.
Note: Please check my previous post to get an idea to create variables you need.
First, we need to get the opportunity ID
To do that we are adding a Get Records element to the canvas
Then store the Opportunity Id on VarT_Opportunity ID
In the same panel allocate the value for VarT_ContractTermLength
Add a decision element
Configure two outcomes as following
Then add an Assignment Element
If the contract length is ok (greater than 0) Then we are first assigning the new ramp plan name and its related opportunity Id
Now we need to add the created Ramp plan to the Ramp plan collection which we finally going to insert. Add another Assignment Element
Then we reduce the length count by adding another Assignment Element
Now you have an idea of how the custom loop works. This loop will work until the VarT_ContractTermLength become 0.
Which will then invoke the other decision - > To insert the collection
Which will then invoke the other decision - > To insert the collection
Once the Length is Zero, the flow will create the new collection of Ramp Plans.
Add Create Record Element
Then click Save and Activate the flow
After that, Create a new process builder. Follow the last part of blog post to understand creating a process builder. This time add only for Opportunity Close won.
Hope you will find this post useful :)
Thank you for this post! Really helpful and nice step by step guide
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