Opportunity.StageName — state machine

Opportunity State Machine — StageName

Generated 2026-04-22T08:10:55.418Z via PWG Salesforce MCP. Shows the 25 active StageName values and which Flows fire when a record is in each stage.

State diagram

Shows stage-specific Flow hits. A Flow binding of ‘any’ means it’s triggered on every Create/Update with no stage filter — shown in the ‘Any stage’ swimlane below.

Flows per stage (StageName EqualTo)

Stage	Flows that fire while in this stage
Understanding Client (Understanding Client)	—
Analysing Needs (Analysing Needs)	—
Draft Application (Draft Application)	—
Soft Book Build (Soft Book Build)	—
Advice Generation (Advice Generation)	Update Stage to Send Application to Client
Send application to client (Send application to client)	—
Application Sent to Client (Application Sent to Client)	—
Awaiting Signature (Awaiting Signature)	—
Application Signed (Application Signed)	—
Application Submitted (Application Submitted)	—
Developing Solutions (Developing Solutions)	—
Proposing (Proposing)	—
Funds Transfer (Funds Transfer)	—
Payment Made (Payment Made)	—
Investment Issued (Investment Issued)	—
Closed Won (Closed Won)	WM_MF_Opp_BFU_Update_Actual_Close_Date
Closed Lost (Closed Lost)	WM_MF_Opp_BFU_Update_Actual_Close_Date
Redemption Request Submitted (Redemption Request Submitted)	—
Complete Redemption Forms (Complete Redemption Forms)	—
Send Redemption to Client (Send Redemption to Client)	—
Redemption Signed by Client (Redemption Signed by Client)	Redemption - Update Stage and Related Activity
Submit Redemption Forms (Submit Redemption Forms)	—
Confirm Redemption (Confirm Redemption)	—
Update Transaction Data (Update Transaction Data)	—
Redemption Complete (Redemption Complete)	—

Flows filtered by ‘NotEqualTo’ stage (fire on every stage EXCEPT)

None.

Flows with no stage filter (fire on ANY stage change)

These flows will execute regardless of which stage the record is in. They’re the most dangerous for run-order and recursion issues.

Flow	Trigger	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	—	—
Set Primary Campaign	Create	—	—
WM_MF_Opp_AFI_New_Opportunities_After_Insert	Create	—	—
WM_MF_Opp_AFU_On_Opportunity_Update	Update	—	—
WM_MF_Opp_BFI_UpdatePriceBook	Create	—	—
WM_SHF_Opp_Update_Stage_ClosedLost	AutoLaunchedFlow	—	—

Stages with ZERO Flow hits (potentially unused)

21 active stage value(s) have no Flow filtered to them by EqualTo. Either they’re handled by ‘any-stage’ Flows, by Apex triggers, or they’re dead picklist values.

Stage	Label	Default?
Understanding Client	Understanding Client
Analysing Needs	Analysing Needs
Draft Application	Draft Application
Soft Book Build	Soft Book Build
Send application to client	Send application to client
Application Sent to Client	Application Sent to Client
Awaiting Signature	Awaiting Signature
Application Signed	Application Signed
Application Submitted	Application Submitted
Developing Solutions	Developing Solutions
Proposing	Proposing
Funds Transfer	Funds Transfer
Payment Made	Payment Made
Investment Issued	Investment Issued
Redemption Request Submitted	Redemption Request Submitted
Complete Redemption Forms	Complete Redemption Forms
Send Redemption to Client	Send Redemption to Client
Submit Redemption Forms	Submit Redemption Forms
Confirm Redemption	Confirm Redemption
Update Transaction Data	Update Transaction Data
Redemption Complete	Redemption Complete