Create a transmit opportunity flow

The transmit opportunity flow sends opportunities that are associated with AppDirect accounts to AppDirect.

To create a transmit opportunity flow

1. In Salesforce, click the gear icon and then 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 created or 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 the Choose object dialog:

   Field	Value
   Condition Requirements	None

9. Click Done.

Add an element to the Record-Triggered Flow

1. From the flow, click the + under the Start condition.
2. Select Decision as the interaction.
3. Add the following values to the New Decision dialog:

   Field	Value
   Label	Is Customer
   API Name	Is_Customer
   Description	Outcome details
   Outcomes
   Label	Is Customer Company
   Outcome API Name	Is_Customer_Company
   Condition Requirements	AND
   Resource	{!$Record.Account.AppDirect__Company_Type__c}
   Operator	Equals
   Value	Customer

4. Click Done.

To add an action element to the decision

1. Click the + under the Is Customer Company flow.
2. Select Action as the interaction.
3. Filter by Type and then select Apex Action.
4. Search and select Transmit Opportunity to 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 fields in the New Action dialog:

   Field	Value
   Label	Transmit Opportunity
   API Name	Transmit_Opportunity
   Description	Sends a qualified opportunity to AppDirect
   Record ID	{!$Record.Id}
   AppDirect UUID	Set to Include, and set the value to {!$Record.AppDirect__AppDirect_ID__c}

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	Transmit Opportunity in AppDirect
   Flow API Name	Transmit_Opportunity_in_AppDirect
   Description	Transmits a qualified opportunity to AppDirect

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