Opportunity — automation map

Business Process Map — Opportunity

36 Flow(s) involved · 3 Apex trigger(s). Shows automation that either triggers on Opportunity changes OR mutates Opportunity records from elsewhere.

Diagram

Triggers on this object

Apex triggers

Name	Events	Namespace
OpportunityTrigger	before insert, before update, before delete, after insert, after update, after delete	FinServ
dlrs_OpportunityTrigger	before insert, before update, before delete, after insert, after update, after delete, after undelete	(custom)
PWGOpportunityTrigger	before insert, before update, before delete, after insert, after update, after delete, after undelete	(custom)

Record-triggered Flows

Flow	Trigger	Filter	Creates Tasks	Updates Objects
Create Investment upon creation of Opportunity	Create	—	—	acl__LpRelationship__c
Create Opportunity Contact Role Record	Create	—	—	—
Generic_ManageServices_RTF_Opportunity	CreateAndUpdate	—	—	—
Opportunity - Actions on Create After Save	Create	—	—	—
Opportunity - Actions on Update After Save	Update	—	Submit Partners Private Application	Task
Opportunity Naming Convention	Create	—	—	—
Populate Relationship Account	CreateAndUpdate	—	—	—
PPVT Opportunity Closed Lost – Update Investments & Delete Transactions	CreateAndUpdate	—	—	—
Process Builder - Update Account to Active and Create Jobs when Opportunity Closed Won	CreateAndUpdate	—	—	—
Redemption - Update Stage and Related Activity	Update	AND: StageName IsChanged ‘null’, StageName EqualTo ‘Redemption Signed by Client’	—	—
Set Primary Campaign	Create	AND: CampaignId IsNull ‘null’	—	—
Update Stage to Send Application to Client	Update	AND: StageName EqualTo ‘Advice Generation’	—	—
WM_MF_Opp_AFI_New_Opportunities_After_Insert	Create	—	—	—
WM_MF_Opp_AFU_On_Opportunity_Update	Update	—	—	—
WM_MF_Opp_BFI_UpdatePriceBook	Create	—	—	—
WM_MF_Opp_BFU_Update_Actual_Close_Date	Update	OR: StageName EqualTo ‘Closed Won’, StageName EqualTo ‘Closed Lost’	—	—
WM_SHF_Opp_Update_Stage_ClosedLost	AutoLaunchedFlow	OR: Service_Line_Sub_Type__c EqualTo ‘Discovery’, Service_Line_Sub_Type__c EqualTo ‘Advice Proposal’	—	—

Flows that mutate this object from elsewhere

Flow	Triggered by	Action on this object
Case - Actions on Update After Update Flow	Case	updates
Create Task When Prefill Application Form Task Is Set Completed	AutoLaunchedFlow	updates
Investment - Actions on Update After Update	acl__Investment__c	updates
Opportunity - Advice Proposal Opp + Link	AutoLaunchedFlow	creates, updates
Partners Private: Close Won Linked Opportunity	FinServ__FinancialAccountTransaction__c	updates
Partners Private: Transactions and Holding Account Creation	FinServ__FinancialAccountTransaction__c	creates, updates
PWG: Convert Lead	Lead	updates
Redemption - Redemption Complete	AutoLaunchedFlow	updates
Redemptions - Confirm Redemption Task	AutoLaunchedFlow	updates
Redemptions - Request Redemption Task	Flow	creates, updates
Redemptions - Send Redemption to Client Task	AutoLaunchedFlow	updates
Redemptions - Update Transaction Data Tasks	AutoLaunchedFlow	updates
Stage change to Awaiting Signature	AutoLaunchedFlow	updates
Task - Push ETA to Opportunity	Task	updates
TEMP Task Opportunity Populate Application Set Date	Task	updates
Update Investment And Opp For Advice - Complete Fund Transfer	AutoLaunchedFlow	updates
Update Opportunity to Fund Transfer	AutoLaunchedFlow	updates
Update Opportunity When Task Is Cancelled	AutoLaunchedFlow	updates
Update Related Opportunity and Investment When Task is Completed	AutoLaunchedFlow	updates