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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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*GT = Greater Than
*LT = Less Than
PreparationPreparations:
Create a Test Opportunity
Record Type: Gifts in Will (API:Gifts_in_Will) OR Gift/Pledge (API:OutrightGift)
Has Related Contact Roles
The Contact is assigned to Campaigns.
How to add a Contact to Campaigns:Contact>Engagement>Campaigns>Campaign History: Click on Add to Campaign>Select a Campaign>Set Values for a New Campaign Member record:
Responded: TRUE (Ticked) - change Status to Donated to set Responded to TRUE.
Start Date: GT Today()-2492 Days.
[Click on EDIT after you create for each campaign member to view all its fields (e.g. Responded,etc)]
Apply the Scenarios listed below.
After Applying the scenarios, trigger the automation by updating the Opportunity Stage to Closed Won or Closed Lost.
Check the new Campaign Influence records that gets created by the automation to verify expected results.
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