In this document, we can learn how to install the free “Flow apps” from AppExchange into Salesforce Org, how to configure them, and how they work.
Step 1: Login into Salesforce org > Setup> In Quick find box > Flows.
Step 2: Click on New Flow > Click on All + Templates Session.
Step 3: Click on Evaluation Flow > Click on Get Templets.
Step 4: Search for any app. Example: Sample Flow Loop from Button
Step 5: Understand the App. After that click on Get it now.
Step 6: Select the Org where we need to install the package. Click on Install Production and click on Install for All Users.
Step 7: After Successful Installation user will get a successful message to their email address.
Step 8: Goto Setup> Quick find box > Installed Packages > Open QuickCloseOpps.
Step 9: Click on View Components
Step 10: View the Components below.
Step 11: Verify whether the App is working or not.
Step 12: Goto Accounts Tab > Open an Account with more than one opportunity.
Step 13: Verify “Close Open Opps” Action button is visible or not.-->Action button not visible.
Step 14: From the installed components “Close Open Opps” action button is not visible on Accounts Details Page, we need to add manually into the page layout and Save it.
Step 15: Now it will be visible in the Accounts Tab.
Step 16: Click on the “Close Open Opps” Button and verify the Opportunities.
Step 17: Verify that, why it's showing only one Opportunity.
Because in the remaining two Opps, One is in the “Closed Won” Stage and the other in the "Closed Lost” Stage. Only Open Opps will be visible on the above screen.
Step 18: Click on Next and Finish. Verify the Opportunities.
Step 19: All Open Opportunities got updated to the “Closed Lost” Stage.
Observations: By using this App, From an Account, change the status of all related open Opportunities to "Closed Lost" with a Quick Action button.This button utilizes a simple Flow loop.
Thanks,
DSR.
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