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Table of Contents
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Label | API Name | Type | Type - Description | sObject | New/Update | Description/Change |
|---|---|---|---|---|---|---|
Usyd move contacts related to Account to Contact Roles | Usyd_move_contacts_related_to_Account_to_Contact_Roles | Flow | record-triggered flow | Opportunity | Deactivated | translated to subflow(auto-launched flow), USYD_CreateOpportunityContactRole |
Opportunity_afterInsertUpdate | Opportunity_afterInsertUpdate | Flow | record-triggered flow | Opportunity | Deactivated | translated to subflow(auto-launched flow), USYD_UpdateSourceGiftAccount |
Usyd move contacts related to Account to Contact Roles | Usyd_move_contacts_related_to_Account_to_Contact_Roles | Flow Definition | Flow Definition | Opportunity | Deactivated | Flow definition counterpart of flow: Usyd_move_contacts_related_to_Account_to_Contact_Roles |
Opportunity_afterInsertUpdate | Opportunity_afterInsertUpdate | Flow Definition | Flow Definition | Opportunity | Deactivated | Flow definition counterpart of flow: Opportunity_afterInsertUpdate |
Opportunity After Save | USYD_OpportunityAfterSave | Flow | record-triggered flow | Opportunity | New | Opportunity Main Flow for After Save Automation |
Create Opportunity Contact Role | USYD_CreateOpportunityContactRole | Flow | auto-launched flow | Opportunity | New | The automation flow in creating Opportunity Related Contact Role records. Optimized version of Usyd_move_contacts_related_to_Account_to_Contact_Roles |
Update Source Gift Account | USYD_UpdateSourceGiftAccount | Flow | auto-launched flow | Opportunity | New | The automation flow in updating Source Gift Account records. Optimized version of Opportunity_afterInsertUpdate |
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Setup
*Tester must be assigned with to the Permission Set: USYD Campaign Influence Permissions, on top of any Profile listed below, to be successful in viewing/analyzing Campaign Influence records.
Profile:
System Administrator, Read Only, Usyd ASR User, USyd Standard User - Prospect Development, USyd Standard User.
*GT = Greater Than
*LT = Less Than
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