Photo by Eric Rothermel on Unsplash

Creating record in salesforce is easy, creating single record in one click is easy, But what about multiple records for the new upcoming months (ex. invoices , meetings , schedule maintenance )

This example will show how to create X records , related to an object in salesforce , 1 record to the Y months, for example 4 quotably invoices for opportunity once it been closed (you can adjust the use case for any other business need you have)

For the implementation we will use only declarative tools:

1. Process Builder : will execute the a flow once an event happen , in our use case opportunity stage change into Close Won
2. Flow will create the the records on the require dat

Start Here ..

For start we will create 2 new fields on opportunity object :
1. Invoice period : Pick list with options : Monthly , Quarterly , Biyearly
2. Number Of Invoices : Number

The Flow

Now let’s create a Flow that look like :

1 : Decision (IF condition),
counter < number of record to create

2: Populate fields where the magic is in the formula for new date:

ADDMONTHS(Today(),( {!Var_Number_AddMonths}*{!Var_Number_Counter}))

3: Increase counter

4: Add new Sobject to list

5: Insert Sobjects to database

That it .. we have a flow that create the records.

Why is the formula is everything we need ?

Let’s understand the magic of the formula, for example : create a 4 Quarterly invoices , we will pass Var_Number_AddMonths = 4 , and in the flow :
run#1 : Var_Number_Counter as 0 , we will get today date + 0*4 months
run#2 : Var_Number_Counter as 1 , we will get today date + 1*4 months
run#3 : Var_Number_Counter as 0 , we will get today date + 2*4 months
run#4 : Var_Number_Counter as 0 , we will get today date + 3*4 months
** For more information on ADDMONTHS a link to the function is list below.

The Process builder

This is a small and easy to create process builder that call the flow (autolaunched flow) , the process will pass some inputs and the most important are the fields that we create on the opportunity object :
Invoice period and Number Of Invoices.
If needed you can also pass a date for the invoices to create according to it.

And here it is in action:

A package containing the example will be post ASAP.