TH: Opportunity Won THEN Create Contract

• https://trailhead.salesforce.com/content/learn/modules/record-triggered-flows/build-a-record-triggered-flow

A. Specify the requirement

• When an Opportunity Stage is set to "Closed Won"

  • then a draft Contract should be created.

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B. Create a Test Case in testRigor

1. Create a new Test Case.

2. Copy-paste all steps from this Test Case: Create more records (T00004)

   • creates a new Account, Contact and Opportunity

3. Copy-paste lines from the code block below to the end of the Test Case.

4. Run the Test Case.

5. Observe that the Test Case fails.

// CLOSE THE OPPORTUNITY
click "Closed" 
click "Select Closed Stage" 
select "Closed Won" from "Stage" roughly below the "*"
click "Save"
click "Details"
check that page contains "Closed Won" to the right of "Stage"

// CHECK THE CONTRACT CREATED
grab value from "Contract" and save it as "ContractNumber"
click on stored value "ContractNumber" to the right of "Contract"
click "Details"
check that page contains "12" below "Contract Term (months)"

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C. Configure / Develop in Salesforce

1. Set Field Level Security for Contract field in Opportunity visible for all Profiles

   • Setup > Object Manager > Opportunity > Fields > Contract

2. Add Contract field to the Opportunity Layout

3. Create and activate a Record-Triggered, After Save Flow

   • GIVEN: Opportunity

   • WHEN: Opportunity Stage is changed to Closed Won

   • THEN: Create Contract

4. Run the test in testRigor

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