Create a finalize opportunity flow

The finalize opportunity flow marks the opportunity as finalized (closed) in AppDirect when it is marked "Closed/Won" in Salesforce.

To create a finalize opportunity flow

1. In Salesforce, click the gear icon and select Setup.
2. Go to Platform Tools > Process Automation > Flows.
3. Click New Flow.
4. Select Record-Triggered Flow and then click Next.
5. Select Auto-Layout. Flow Builder automatically organizes the connectors for you.
6. Click Edit.
7. Select the following:
   Trigger the Flow When: A record is updated.
   Run the Flow: After the record is saved.
8. Click Choose Object and then search for and select Opportunity. Add the following values for fields in the Choose Object dialog:

   Field	Value
   Condition Requirements	All Conditions Are Met (AND)
   AppDirect__AppDirect_ID__c	Operator: Is Null Value: False
   AppDirect__AppDirect_Purchase_ID__c	Operator: Is Null Value: True
   StageName	Operator: Equals Value: Closed won

9. Click Done.

To add an action element to the Record-Trigger flow

1. Click the + under the Record-Triggered Flow branch of the element.
2. Select Action as the interaction.
3. Filter by Type and then select Apex Action.
4. Search and select Finalizes Opportunity in AppDirect**.**

   Note Ensure that you select the correct Apex action. If the wrong Apex action is selected, data does not move to AppDirect and errors will be logged . For example, Selecting Transmits Opportunity to AppDirect instead of Transmits Opportunity Item to AppDirect.

5. Enter the following values to the field New Action dialog:

   Field	Value
   Label	Finalize Opportunity
   API Name	Finalize_Opportunity
   Description	Finalizes an opportunity in AppDirect when Stage = “Closed Won” in Salesforce
   Record ID	{!$Record.Id}

6. Click Done.

To save the flow

1. Click Save
2. Add the following values to the fields in the Save the Flow dialog:

   Field	Value
   Flow Label	Finalize Opportunity in AppDirect
   Flow API Name	Finalize_Opportunity_in_AppDirect
   Description	Finalizes an opportunity in AppDirect when Stage = “Closed Won” in Salesforce

3. Click Save.
4. Click Activate. The flow is activated and is displayed in the All Flows table.