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I'm trying to find the best way to set this up. I have a feeling a Business Process Flow is what I am after but just wanted some advice.
We have Contact records for the users general contact record. We also have Products records and although we have very few products, they are updated every year and are considered a new product.
We then have a handful of custom entities that are related to these two types of records: whether the Contact is the purchaser of the product, whether the Contact attends meetings about the product, whether the Contact receives invoices for the product, etc. This all changes from year to year, so can't just be fields in the Contact record, since you'd end up with a ton of fields you'd have to add every year for the new products. It would be asinine and an absolute mess.
Anyway, one issue we are running into is the amount of work it takes to create all these records: you make the Contact, then you have to make a Product Purchaser (if they are the Product Purchaser), then you have to make the Meeting Attendee (if they are the Meeting Attendee), then you have to make the Product Invoicee (if they are the Product Invoicee).
Trying to come up with a streamlined way of doing this so that when the Contact is created, the CSR is either asked these questions and say "Yes" or "No" for the a given product, for a given year, and whether they are a Purchaser, Attendee, Invoicee, etc. and it just creates those records automatically.
You could definitely use a Business Process Flow (BPF) for this purpose, but you have to create the question fields on the Contact entity to be able to add them as steps to the BPF.
BTW: Immersive BPF will be a solution to this (see video: www.youtube.com/watch
Add an Action step to start a workflow that will automate the record creation. The good news is that an Action step can have input fields as well, so there's no need to add those fields to the Contact entity.
Alternatively you could use an instant Flow with input fields to answer you questions and then automate the record creation with Flow.
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