![]() Because that value exceeds $100,000,000 but is less than $200,000,000, the flow should apply a 5% discount. The account’s annual revenue is $139,000,000. Click the Opportunities tab, then click the opportunity you created, Edge Communications - 1 year contract. ![]() And you benefit, because you’ll spend less time responding to panicked emails from your sales reps.Ĭalculate the discount for the opportunity that you created in the last step. Doing so lets you fine-tune the flow’s behavior, identify and fix bugs, and otherwise make sure your users have a pleasant experience. Testing is an important part of building a flow. If prompted to choose a record type, select B2B Sales and then click Continue. Or create the Edge Communications account if it doesn’t already exist, and add its annual revenue. If Edge Communications is not listed under Accounts, search for it on Salesforce. Go to the Details tab and confirm the value in the Annual Revenue field. From the App Launcher, go to Accounts and click Edge Communications. Make sure that you have an account called Edge Communications and that its annual revenue is $139,000,000.The sample opportunity is for a one-year service contract with Edge Communications, a Texas-based electronics company with $139,000,000 in annual revenue. Create a sample opportunity so that the flow has something to update. Just one more thing before you can test the flow. Now, when sales reps visit an opportunity page in Salesforce they’ll see the Calculate Discount button at the top of the page. If the predefined actions in the Salesforce Mobile and Lightning Experience Actions section were overridden, click Mobile & Lightning Actions, and drag Calculate Discount under Salesforce Mobile and Lightning Experience Actions after the last action.From the Buttons category, click and drag Calculate Discount under Opportunity Detail onto Custom Buttons.While still on the Opportunity page in Object Manager, go to Page Layouts and click Opportunity Layout.Add the button to the opportunity page layout, so that it appears on all opportunity records. ![]() You’ll get a reminder to add the custom button to the opportunity page layout.
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