As part of the Squivr package, a Salesforce Flow Template is created as a reference point. This article will walk you through utilizing that template on the Opportunity object as well as how to build a new Flow if you are using Timeline on a different standard or custom object.
Timeline & Milestones on Opportunity
Note: You must activate the Flow and confirm that the Start Date Field and End Date Field for which the Milestones will be calculated from are accurate.
- Navigate to Salesforce Setup
- In the Quick Find box, search Flow
- Find the Milestone Template Flow - Opportunity flow and click the name to open
- Optional: Double Click on the Apex Action to open and change the Start Date Field and End Date Field (by default, these are set to Opportunity CreatedDate and Opportunity CloseDate)
- Activate the Flow
Timeline & Milestones on Standard or Custom Object
Before setting up a Flow to run on an Object, standard or custom, other than the Opportunity, you need to add a lookup field to both the Objective and Plan Summary objects. For example, if you are setting Playbook up to run on the Case object, add a Case lookup field on Objective and Plan Summary.
This example will walk you through creating a Salesforce Flow that fires on Case creation and update. We are using Case CreatedDate as the Start Date Field and a custom formula field, SLA_Close_Date__c, as the End Date Field.
- Navigate to Salesforce Setup
- In the Quick Find box, search Flow and click New Flow
- Select Record-Triggered Flow and click Create
- Select the desired object from the Start Element
- The flow should fire when "a record is created or updated"
- From the Manager tab, create a new Resource of type Variable
- Data Type = Record
- Allow multiple values (collection) = true
- Object = [select your object here]
- Click Done
- From the Elements tab, create a new Assignment
- Variable = variable created in step #5
- Operator = add
- Value = {!$Record}
- NOTE: You will still need to create a old Record variable for all objects.
- Click Done and connect the Start Element to the Assignment Element
- From the Elements tab, create a new Action
- Select the Create Milestones action & click Done
- Select the Create Milestones action & click Done
- Configure the Action
- Object for Input = [select your object here]
- Object for Output = Task
- Set Input Values
- End Date Field = the end date used when calculating Milestone Due Date
- Records to add Milestones = variable created in step #5
- Start Date Field = the start date used when calculating Milestone Due Date
- Click Done and connect the Assignment Element to the Action Element
- Activate the Flow