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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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System Administrator, Read Only, Usyd ASR User, USyd Standard User - Prospect Development, USyd Standard User.
If you are unable to assign the Permission Set to the target User due to the User’s license not allowing it, try updating the User’s “Permission Set License Assignments” first. Tick the checkbox for “Service User” or “CRM User” depending on the requirements/instructions by the Business. Normally “Service User” is what gets ticked.
*GT = Greater Than
*LT = Less Than
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