Enable partners to submit new design registrations efficiently, while making sure that all relevant records, such as indirect deal partners and product line items, are captured accurately.
Flow Summary
- Validate Standard Price Book Availability Checks for the presence of an active standard price book
- Displays an error if none is found, stopping the flow
- Register Design Details Captures customer account details such as name, company, contact, and website
- Add Indirect Partners Allows users to declare one or more indirect partners involved in the opportunity
- Select Products Lists all active products from the standard price book Supports validation for a maximum of 50 products
- Review Selected Products Displays a summary of all selected items for final confirmation
- Create Lead and Associated Records Creates a lead record based on the provided customer and product details
- Creates deal indirect partner records
- Creates lead line items for each selected product
- Error Handling & Rollback Displays error messages for failures in record creation
- Includes rollback actions for partial or failed processes to maintain data integrity
- Success Confirmation Displays a success message once all records are created successfully.
Best Practices to execute
- Make sure that the Standard Price Book is active and assigned.
- Limit product selection to a maximum of 50 to avoid validation errors.
- Validate all mandatory fields before flow submission.