Create a transmit opportunity item flow

The transmit opportunity flow moves an opportunity line item to AppDirect when it is added to the opportunity in Salesforce.

To create a transmit opportunity item 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 created or updated.
   Run the Flow: After the record is saved.
8. Click Choose Object and then search for and select Opportunity Product. Add the following values to the fields in the Choose Object dialog:

   Field	Value
   Condition Requirements	All Conditions Are Met (AND)
   OpportunityId	Operator: Is Null Value: False

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 fields in the New Decision dialog:

   Field	Value
   Label	Is AppDirect Opportunity
   API Name	Is_AppDirect_Opportunity
   Description	Check to validate that the opportunity is in AppDirect. If yes, proceed to process to AppDirect. If no, do not process to AppDirect.
   Outcomes
   Label	Is AppDirect Opportunity
   Outcome API Name	Is_AppDirect_Opportunity_Flow
   Condition Requirements	AND
   Resource	{!$Record.Opportunity.AppDirect__AppDirect_ID__c}
   Operator	Is Null
   Value	False

4. Click Done.

To add an action element to the decision

1. Click the + under the Is AppDirect Opportunity branch.
2. Select Action as the interaction.
3. Filter by Type and then select Apex Action.
4. Search and select Transmits Opportunity Item 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 Item to AppDirect instead of Transmits Opportunity to AppDirect.

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

   Field	Value
   Label	Transmit Opportunity Item
   API Name	Transmit_Opportunity_Item
   Description	Sends an opportunity item to a qualified opportunity in AppDirect
   Record ID	{!$Record.Id}
   AppDirect UUID	Set to Include, and set value to: {!$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 Item to AppDirect
   Flow API Name	Transmit_Opportunity_Item_to_AppDirect
   Description	Transmits an Opportunity Item to a qualified opportunity in AppDirect

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