We include a Flow Action called “Create Project” which allows you to create or copy a project in Salesforce using a predefined template. This guide will walk you through how to use this action in your Salesforce Flow and explain each parameter you can set.
How to Use in a Flow
- Drag and drop the Action element and search for the one called “Create Project”.
- Configure the parameters as needed (explained below).
- Connect the action to the rest of your flow.
Parameters Explained
- Account Id:
- What it does: Links the new project to a specific Salesforce account. Only applies for new Project.
- When to use: If you want to associate the project with an account.
- CopyFieldValues:
- What it does: Decides if field values from the template Project should be copied.
- When to use: If you want field values from the template in your project.
- CopyProjectRoles:
- What it does: Decides if roles from the template should be copied to the new project.
- When to use: If you want roles from the template in your project.
- CopyTaskAssignments:
- What it does: Decides if task assignments from the template should be copied.
- When to use: If you want task assignments from the template in your project.
- Original Project:
- What it does: Applies the template to an existing project.
- When to use: If you’re not creating a new project but updating an existing one. Make sure to use a get records for all fields when providing the existing project.
- Project Name:
- What it does: Sets the name for your new project.
- When to use: Always, to give your project a meaningful name.
- ProjectStartDate & ProjectEndDate:
- What they do: Define the start and end dates of your project.
- When to use: To set a timeline for your project.
- ProjectServiceBudget:
- What it does: Sets a budget for the project services.
- When to use: If you have a specific budget in mind.
- Record Type DeveloperName:
- What it does: Determines the type of project. Options include (In Package by default):
- Fixed_Fee_Project
- Non_Billable
- Retainer_Project
- Time_and_Materials
- When to use: To categorize your project.
- What it does: Determines the type of project. Options include (In Package by default):
- TaskCopyMode:
- What it does: Determines how tasks from the template are copied to the new project. Valid options include
- ALL
- NONE
- When to use: To control task copying behavior.
- What it does: Determines how tasks from the template are copied to the new project. Valid options include
- TaskDateMode:
- What it does: Determines how task dates from the template are handled in the new project. Task Dates from template Project will be left as is if no option is set. Valid options include
- update
- leave
- When to use: To control task date behavior.
- What it does: Determines how task dates from the template are handled in the new project. Task Dates from template Project will be left as is if no option is set. Valid options include
- Template Name:
- What it does: Specifies the name of the Project that will act as your template by using the Project Name.
- When to use: If you prefer to select a template by its name. This will override any value set in TemplateId if specified.
- TemplateId
- What it does: Specifies the Project that will act as your template by using the Salesforce Record Id.
- When to use: If you know the specific ID of your template Project.
Final Thoughts:
This action is a powerful tool to streamline project creation in Salesforce. By understanding and configuring each parameter, you can tailor the action to fit your specific needs.
