Empty Opportunity/Quote Basket

Based on this Idea.

First Step: Let's create a flow!

• Select a Screen Flow (Step #1)

• Drag and drop your first screen element

• Add a Toggle (I liked the idea of a Toggle, but you can use radio buttons, picklist)

• Drag a Decision element (Step #2)

From here we will have (2) options:

• Empty the basket:

  • Drag a get record element (Step #3)

  • Let's find all Opportunity Products where the opportunityId = recordId

  • Choose fields and let Salesforce do the rest (Only store the ID)

• Drag a delete element (Step #6)

• Use the IDs stored in a record variable or record collection variable

• Select the collection from your "Get record"

• Do not empty the basket:

  • Drag a screen element (Step #5)

  • Add a Text component: You basket was not emptied! (To reasure that we did not do anything wrong)

Now we want (3) more screen elements:

1. End Screen: Add a text component (You basket was emptied!) (Step #4)

2. Error #1: Add a text component (We hit a snag! We couldn't find any records related to this opportunity.) (Step #8)

3. Error #2: Add a text component (We hit a snag! We encountered some errors while performing this action. Please contact your system adminsitrator and send the following information: Error: [FLOW] Empty Basket - STEP #6: Delete - {!recordId}) (Step #7)

Finally let's connect everything and Activate!

Second Step: Let's add the flow to the opportunity page

• Go to the Opportunity object under setup.

• Navigate to: Buttons, Links and Actions

• Create a new action

• Select: Flow

• Select the flow you just created

• Give it a name

• Now to Page Layout and add your new button to your opportunity page

You can now take this flow as an example to build the solution for Quotes.