Content Document Link Flows

Design

As a Salesforce User
I want all files related to a Quote to be visible on the parent Opportunity
So that I can easily view the files from the Opportunity record without having to navigate to the Quote record

Given I am on a Quote record page
When I upload a file to the Quote
Then the file is visible on the parent Opportunity record

Build

To-do:

• Create a Flow to update the Opportunity with the Content Document Link
• Create a Apex Trigger to call a flow when a new Content Document Link is created

Flow

Flow Type: Autolaunched Flow (No Trigger)
Flow Label: CDL: Add Quote CDL to Opp
Flow API Name: CDL_Add_Quote_CDL_to_Opp
Description: Updates the Opportunity with the Content Document Link from the Quote.

Recosource Type: Variable
API Name: recordId
Data Type: Text
available for input: checked
The recordID is the Id of the Content Document Link that was created and is being passed to the flow via the Apex Trigger.

1. Element: Get Records
   Label: Get Content Document Link
   Object: Content Document Link
   Conditions:
   • Id -> Equals -> {!recordId}
2. Element: Decision
   Label: Linked Entity is Quote?
   Outcome 1:
   • Label: Yes - Quote
   • Condition: {!Get_Content_Document_Link.LinkedEntityId} Starts With 0Q0
     Quotes have an Id that starts with 0Q0, this can be verified by checking the Id of a Quote record in the URL.
3. Element: Get Records
   Label: Get Quote
   Object: Quote
   Conditions:
   • Id -> Equals -> {!Get_Content_Document_Link.LinkedEntityId}
4. Element: Create Records
   Label: Create CDL for Opportunity
   Object: Content Document Link
   Set Field Values: - Linked Entity Id = {!Get_Quote.OpportunityId} - Content Document Id = {!Get_Content_Document_Link.ContentDocumentId}

Create Apex Trigger

Trigger Name: ContentDocumentLinkTrigger
Object: ContentDocumentLink
Trigger Code:

trigger ContentDocumentLinkTrigger on ContentDocumentLink (after insert) {
 
    for (ContentDocumentLink cdl : Trigger.new) {
        // Create a map to hold the flow inputs
        Map<String, Object> flowInputs = new Map<String, Object>();
        flowInputs.put('recordId', cdl.Id);
 
        try {
            // Create and start the flow interview
            Flow.Interview.CDL_Add_Quote_CDL_to_Opp flowInterview = new Flow.Interview.CDL_Add_Quote_CDL_to_Opp(flowInputs);
            flowInterview.start();
        } catch (Exception e) {
            System.debug('Exception: ' + e.getMessage());
        }
    }
}

Test

Steps

1. Open a Quote record page
2. Upload a file to the Quote
3. Verify the file is visible on the parent Opportunity record

Expected Results

1. The file is visible on the parent Opportunity record

Design

As a Salesforce User
I want all DocuSign files related to a Quote to be visible on the parent Opportunity
So that I can easily view the DocuSign files from the Opportunity record without having to navigate to the Quote record

Given I am on a Quote record page
When I upload a DocuSign file to the Quote
Then the DocuSign file is visible on the parent Opportunity record

Build

Create a flow as shown above Content Document Link Flows

Amend the Decision element to check if the file is a DocuSign file

Element: Decision
Label: Linked Entity is Quote?
Outcome 1: Label: Yes - Quote Conditions:

• {!Get_Content_Document_Link.LinkedEntityId} -> Starts With -> 0Q0
  Quotes have an Id that starts with 0Q0, this can be verified by checking the Id of a Quote record in the URL.
• {!Get_Content_Document_Link.ContentDocument.Title} -> Contains -> DocuSign \

Test

Steps

1. Open a Quote record page
2. Upload a DocuSign file to the Quote
3. Verify the DocuSign file is visible on the parent Opportunity record
4. Upload a non-DocuSign file to the Quote
5. Verify the non-DocuSign file is NOT visible on the parent Opportunity record

Expected Results

1. The DocuSign file is visible on the parent Opportunity record
2. The non-DocuSign file is NOT visible on the parent Opportunity record