Skip to main content

Flow 2: Sync Line Item Creation

This flow fires when a product (OpportunityLineItem) is added to an Opportunity. It appends a new row to the Opportunity Products data sheet with the product details.

Complete product line item creation flow

Create the Flow​

  1. Go to Setup > Flows > New Flow.
  2. Select Record-Triggered Flow.
  3. Configure the trigger:
    • Object: Opportunity Product (OpportunityLineItem)
    • Trigger the flow when: A record is created
    • Optimize the flow for: Actions and Related Records
  4. Add an async scheduled path (Run Asynchronously - immediately after save).

Check for Calculator​

  1. Add a Decision element on the async path:
    • Outcome "Yes": {!$Record.Opportunity.SalesCalculatorSpreadsheetId__c} is null = False
    • Default Outcome: "No Calculator" (flow ends)

Decision - Has Sales Calculator

Build the Row Values and Append​

  1. Create the following formula resources:

DiscountValue (Number, scale 2):

IF(ISBLANK({!$Record.Discount}), 0, {!$Record.Discount})

RowValues (Text) - constructs the comma-separated row of plain data values:

{!$Record.Id}
& "," & {!$Record.Product2.Name}
& "," & TEXT({!$Record.Quantity})
& "," & TEXT({!$Record.UnitPrice})
& "," & TEXT({!DiscountValue})
& "," & TEXT({!$Record.Product2.DefaultUnitCost__c})

RowValues formula configuration

No formulas needed

Unlike a build-from-scratch approach, the row contains only plain data values - no Google Sheets formula strings. All calculations (margins, commissions, what-if scenarios) are handled by the template's own formulas on the Sales Calculator sheet, which reference this data sheet automatically.

  1. Add an Action element:
    • Action: Append Row to Sheet (DriveMate)
    • Spreadsheet ID: {!$Record.Opportunity.SalesCalculatorSpreadsheetId__c}
    • Sheet Name: Opportunity Products
    • Comma-Separated Values: {!RowValues}

Append Row to Sheet action configuration

  1. Save the flow as Sales Calculator: Sync Line Items Creation and Activate it.