Kosmo Campfire – Auto Generate Projects from Opportunities with Flow

In this Kosmo Campfire we look at how to automatically generate a Project Plan (Project, Milestones, Actions, Checklist Items, Contributors and Dependencies) from an Opportunity, including being able to automate the process via a Salesforce Flow. We run you through the various methods for auto-generation of Projects, including: • Opportunity • Products • Products – No Duplicates • Base Template + Products • Base Template + Products – No Duplicates • Product Quantity • Base Template + Product Quantity