acl__Investment__c — automation map

Business Process Map — acl__Investment__c

10 Flow(s) involved · 1 Apex trigger(s). Shows automation that either triggers on acl__Investment__c changes OR mutates acl__Investment__c records from elsewhere.

Diagram

Triggers on this object

Apex triggers

Name	Events	Namespace
Investment	before insert, before update, before delete, after insert, after update, after delete, after undelete	acl

Record-triggered Flows

Flow	Trigger	Filter	Creates Tasks	Updates Objects
Investment - Actions on Update After Update	Update	—	Complete Funds Transfer; Notify Client of Successful Application; Confirm Investment Certificate	Opportunity
Investment - Actions on Create After Save	Create	AND: Related_Opportunity__c IsNull ‘null’	Check Wholesale Certificate	—

Flows that mutate this object from elsewhere

Flow	Triggered by	Action on this object
Create Investment upon creation of Opportunity	Opportunity	creates
New Investment 2	Flow	updates
New Investment PA	Flow	updates
Update Admission date field on the Investment record	acl__Transaction2__c	updates
Update Investment And Opp For Advice - Complete Fund Transfer	AutoLaunchedFlow	updates
Update Investment to Application Submitted	AutoLaunchedFlow	updates
Update NPP_Fund Investment When Opportunity Set Close Lost	AutoLaunchedFlow	updates
Update Related Opportunity and Investment When Task is Completed	AutoLaunchedFlow	updates