Скачать или смотреть Add an Action to Update the Opportunity | Build a Discount Calculator

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Build a Discount Calculator

Here, the flow finds an opportunity record whose ID matches the flow variable {!OpportunityId}. Remember, that’s where you stored the ID of the opportunity that triggered the flow. Because IDs are unique, the flow only updates one opportunity. Then it sets the opportunity’s Discount Percentage field to the value of {!Discount}.

After the paths merge, click Add Element.
Click Update Records.
For Label, enter Update Discount Field.
For How to Find Records to Update and Set Their Values, select Specify conditions to identify records, and set fields individually.
For Update Records of This Object Type, select Opportunity. The Update Records element’s search is limited to Opportunity records.
For Condition Requirements, select All Conditions Are Met (AND).
In Filter Opportunity Records, configure the filter criteria to find the opportunity that triggered the flow.
Field Value
Field Id
Operator Equals
Value {!OpportunityId}
In Set Field Values for the Opportunity Records, configure the element to update the Discount Percentage field in the opportunity with the value stored in the flow variable {!Discount}.
Field Value
Field Discount_Percentage__c
Value {!Discount}A view of the Update Record overlay with the update criteria set
Click Done.
Save the flow.
Here’s what your finished flow should look like.
00:00 Introduction
00:34 Flows
02:41 New Update Records