Accord Creation with Salesforce Flows

This article outlines how to create a Salesforce Flow to trigger the creation of an Accord.

In the instance where you want to use more complex logic to trigger for Automatic Accord Creation beyond what's configurable in the settings in Accord, you can create a Salesforce Flow that will achieve something similar:

1. Install the Accord Salesforce App here.

2. Select your Avatar in the top-right hand corner of Salesforce. Navigate to Settings --> Home, and select Flows in the "Process Automation" section.

3. Select New Flow.

4. Select Record-Triggered Flow and click “Create”.

5. Under "Object", select Opportunity and configure the Flow to trigger when "a record is created or updated".

6. Under "Set Entry Conditions" select "All Conditions Are Met (AND)" and the stageName has changed.

7. Configure any other desired conditions that you want this Flow to trigger.

8. Select "+ Add Condition" and configure any other desired conditions that should trigger the Automatic Accord Creation.

9. Select "Actions and Related Records" and make sure that the "Include a Run Asynchronously path..." checkbox is marked.

10. Click Done and then configure the Action you want taken.

11. Search for "Trigger Auto Accord Creation" in Actions.

11. Configure the Action to take Record as the input value for the selected action and find the playbookId of the Playbook that you want to use. The playbookID can be found in the URL of Accord when you're viewing the Playbook.

11. Save the Flow.

12. Your final Flow should look something like this:

13. Test and Activate the Flow.