Depending on your setup, conditions or fields needed to create the opportunity would need to be modified accordingly.
In these screenshots, we consider that you have a meeting type called “Demo” to trigger the Flow.
Then, when the Opportunity is created, it’ll be linked directly to the Account that was related to the event.
Criteria for the Action Group for the Event Entity:
- Event is assigned to an account (this is done via Chili Piper Calendar Automatically if the “Create Event in Salesforce” option is checked within the queue)
- Event title contains a certain string (e.g., “Demo”)
Using Salesforce Process Builder
Salesforce will retire the Process Builder and transition to Flow soon (source here). We recommend checking this process using Salesforce Flow in the next section.
If all the conditions are met, you can create an opportunity. Here’s an example where the stage, close date, forecast category, and AccountID are all pre-set
Optionally, you can send an email alert with the details to the Account Owner:
No need to set up action if the condition is not met
That’s it. Don’t forget to click on “Activate” – it isn’t going to work without it.
Using Salesforce Flow
We'll cover how to set up this process using Flow in more detail below:
Step 1:
Step 2:
Step 3:
Step 4:
Step 5:
Step 6:
Final Step: Save and Activate!