Opportunity In-Kind Fair Market Value

How to create the Fair Market Value Flow with Step by Step Instructions if you don’t want to install a package

Configure Start Settings

• Record Triggered Flow
• Opportunity
• Created or Updated
• Formula Evaluates to True
• Every time
• Fast Field Updates

({!$Record.Amount} = 0 || ISBLANK({!$Record.Amount})) &&
{!$Record.RecordType.DeveloperName} = 'InKindGift' &&
NOT(ISBLANK({!$Record.npsp__Fair_Market_Value__c}))

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Add Update Records Element

• Name = Opportunity Copy FMV to Amount
• Description = Copy the Opportunities Fair Market Value field to the Amount field
• Use the oppt record that triggered the flow
• Conditions - None
• Set Field Values

  Amount <--- Triggering Opportunity > Fair Market Value
  

#Test and Activate