Creating Flow

Here’s a step-by-step guide to create a flow in Salesforce that automatically updates the Discount field on Opportunity records based on the Expected Revenue:

🔧 Objective:
Automatically update the “Discount” field when an Opportunity is created or updated, based on “Expected Revenue”.

🔄 Step-by-Step Guide Using Record-Triggered Flow:

1. Go to Flow Builder
   Setup → Search “Flows” → Click Flows

Click New Flow

Select Record-Triggered Flow → Click Create

2. Configure Trigger
   Object: Opportunity

Trigger the Flow When: A record is created or updated

Condition Requirements: (Optional – if you want to apply only to certain records)

Example: ExpectedRevenue greater than a certain value

Optimize the Flow For: Fast Field Updates

Click Done

3. Add a Decision (Optional)
   Add a Decision element if you want to apply different logic for different revenue ranges.

Example:

Outcome 1: ExpectedRevenue > 100000

Outcome 2: ExpectedRevenue <= 100000

4. Add an Assignment
   Add Assignment element to set the Discount value.

Create a Variable if needed (or directly assign values).

Example:

{!$Record.Discount__c} = 10 (set discount to 10%)

5. Save and Activate
   Click Save, name your flow (e.g., “Auto Update Discount”)

Click Activate

✅ Example Logic:
Expected Revenue Discount (%)

>100,000 15

Between 50,000–100,000 10

< 50,000 5