The Oneflow Opportunity Stage Mapping feature lets you automate Opportunity Stage transitions based on the state of a Oneflow document.
NOTE By default, the Stage Mapping flow is inactive in Oneflow for Salesforce. |
You can find the Opportunity Stage Mapping feature using the following path:
Setup > Flows > Oneflow Contract Opportunity Stage Mapping
The flow looks as follows:
When a Oneflow contract's state changes, it passes an event to Salesforce that triggers this flow. The flow first checks if the Oneflow configuration allows multiple contracts per object.
If the Multiple Contracts setting is enabled, the flow terminates. This is a safeguard to prevent a state change on one of several contracts from incorrectly altering the single Opportunity stage. If the setting is disabled, the flow proceeds to fetch the opportunity related to the contract.
NOTE You can modify the flow to get any Salesforce object from which the contract was created. The flow then follows a path based on the contract's new state. You can customize each path to assign a specific opportunity stage. For example, when a contract's state changes to 'Signed', you can configure the flow to automatically update the associated Opportunity's stage to 'Closed Won'. |
NOTE If you don’t want to change the stage of the Opportunity depending on the Oneflow contract state, delete the orange Assignment box from the flow. Otherwise, the flow will fail as the Opportunity stage is not defined by default. |