When a ShiftUp Strategy is converted to an Opportunity, ShiftUp displays a form for entering Opportunity details. This form is implemented as a Salesforce Screen Flow. You can override the standard ShiftUp flow with a custom flow to support additional Opportunity fields or business requirements. This guide uses adding the Opportunity Lead Source field as an example. It assumes you are already familiar with Salesforce Flow Builder. For help building Screen Flows, see the Salesforce Screen Flow documentation.

Before you begin, confirm that you have permission to manage and activate flows. Users who convert Strategies must also have access to the custom flow and any fields it uses.

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Clone the standard ShiftUp flow

In Salesforce Setup, go to Process Automation > Flows. Locate ShiftUp Opportunity for AI Strategy, then click its label to open it in Flow Builder. Click Save As New Flow. Enter a descriptive label and API name for the custom flow.

Keep the existing flow inputs, outputs, and conversion logic unless your customization specifically requires changing them. ShiftUp depends on this interface to start the conversion correctly.

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Modify your custom screen based flow

Open the cloned flow and select the Create Opportunity screen element. In this example, add an input for Lead Source and configure its choices from the Opportunity Lead Source picklist.

For more info on how to use screen based flow you can reference salesforce documentation.

Next, open the Create Opportunity Record element. Map the value entered on the screen to the Opportunity Lead Source field. Clicking on the component will bring up the property editor for the screen component. For this example, we will add a new field called Lead Source which will import its choices from a picklist field also called Lead Source in the Opportunity object. Next, we will update the Create Opportunity Record action to map the new Lead Source field from the previous screen to the Lead Source field in the Opportunity record that will be created.

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Activate your custom flow and validate

Finally, we will Activate the new flow by clicking the Activate button on the top right. To validate the new flow is working as expected, open a Strategy record in ShiftUp that hasn’t been converted to an Opportunity and click on the Convert to Opportunity record. Your new screen based flow should be displayed and work as expected.