Advanced customization and how to’s

Assign a Resource Team from Opportunity

When adding resources to an opportunity, the OOB RH configuration requires you to add each Resource individually. Using the instructions below, you can build automation that enables you to add a Team of Resources to an Opportunity with the click of a button.

Create Custom Fields

First, we need to create a global picklist value set with the Team Names.

  • In Quick Find Search, enter “Picklist Value Set”.
  • Select “New”.
  • Enter Label and Name, and then add your Team Name values.
  • Save.
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On Resource, create a new picklist field to assign the resource’s team.

  • Select the Global Picklist you created.
  • Save.
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Create Screen Flow

  • In Quick Find, search for “Flows” and select Flows.
  • Click “New” and select Screen Flow.
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Create a new Variable to hold the recordId. This will allow the record Id from the current record to pass into the flow.

  • In the toolbox, click on the Manager tab and select “New Resource”.
  • Variable API Name: recordId
  • Data Type: Text
  • Check box “Available for Input”.
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Create a new Variable for the Team Picklist.

  • Object: Resource
  • Data Type: Picklist
  • Field: Team__c
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Create a Variable to hold the Current Resource Assignment. This variable holds current resource from the loop.

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Create a Variable for Insert. This variable will be used to create the new records.

Make sure to check the box to allow multiple Values (Collection).

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Add a Screen Element to your flow.

  • Add a Picklist Component to your screen, and choose the picklist variable you created.
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Add a Get Records element to your flow.

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Add a “Loop” element to your flow.

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Add an Assignment element to your flow.

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Add a second Assignment element to your flow.

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Connect the second Assignment back to the Loop element.

Add a Decision element to your flow.

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Add a Create Records element to your flow.

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Save and Activate your Flow.

Your new Flow should look similar to this…

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Create Opportunity Lighting Action

  • In Object Manager, Select Opportunity
  • Select “Buttons, Links, and Actions”
  • Select “New Action”
  • Select “Flow” and choose the name of your Flow.
  • Save.
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Add Lighting Action to Page Layout

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Putting it all together

You now have the ability to assign a Resource Team to an Opportunity with the click of the Assign Team w/Screen button.

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When clicked, you should see a screen with dropdown menu with the option to select a Resource Team.

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You now have your Resource Team assigned to the opportunity. The Flow creates a Resource Assignment for each Resource.

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You can now add Forecast Hours for your newly assigned Resources.

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