AdvoLogix provides a built-in Flow Action method to create contingency fee type of matter fee arrangement via Salesforce Flows.
Drag and drop or add an Action item in the Flow Builder canvas. Filter the actions by Category and select the Fee Arrangement and select Create Contingency Fee under the Action lookup field.
Input Values
-
Matter ID - Provide the matter record id value here.
-
Source Fee Arrangement ID - Provide the fee arrangement record id value here that would be used to generate the fixed fee matter fee arrangement.
-
Contingency Percentage - [optional] Provide the contingency percentage offered to client.
-
Default for Expenses - [optional] Provide a true or false value here. To mark this matter fee arrangement as default when entering expenses for the matter.
- Default for Fees - [optional] Provide a true or false value here. To mark this matter fee arrangement as default when entering time for the matter.
Output Values
The action will return the newly created Matter Fee Arrangement record.
- RecordTypeId
- RecordType.DeveloperName
- Name
- advpm__Description__c
- advpm__Source_Fee_Arrangement__c
- advpm__Matter__c
- advpm__Matter_Price__c
- advpm__Discount_Percentage__c
- advpm__Contingency_Percentage__c
- advpm__Fee_Arrangement_Price__c
- advpm__Total_Unit_Caps__c
- advpm__Recurrence__c
- advpm__Default_for_Fees__c
- advpm__Default_for_Expenses__c
- advpm__Start_Date__c
- advpm__End_Date__c
- advpm__Transactions_Billed_To_Date__c
- advpm__Transactions_To_Be_Billed__c
- advpm__Total_Price__c
- advpm__Total_Cost_as_Priced__c
- advpm__As_Priced_Profit_Margin__c
- advpm__Total_Cost_for_Expenses__c
- advpm__Total_Cost_for_Time__c
- advpm__Total_Cost_as_Delivered__c
- advpm__As_Delivered_Profit_Margin__c
- advpm__NextBillDate__c
- advpm__LastBillDate__c
- CreatedDate
- LastModifiedDate
- CreatedById
- LastModifiedById
- OwnerId