Automate Opportunity & Quote Creation without code - CPQ

Usually, if we need to create the Opportunity & Quote on a click of a button we automate using apex code and lightning components.  The disadvantages are :

1. Admins can't change the code and need to be done by a developer.
2. Needs to write a test class

How can we achieve this without code: Flows(Flow Builder) is a powerful feature where you can use the forms and perform Dml operations. 

What is a Flow :
Flow is an application inside the Salesforce that automates a business process by collecting the data and performing operations in your org or an external system. Flow can fetch, delete, update and create records on multiple objects. Flows in Salesforce can be implemented in two ways Screen Flows Auto-launched Flow.

Screen Flows
In this type of flow, there will be a series of screen elements to gather information from the user and perform some operation. Screen flows can be accessed from custom buttons, custom links, Visualforce Pages, etc. This type of flow is implemented if user interaction is needed in the process.

Auto-launched Flow
Auto-screenshot runs in the background without any user interaction. Auto-launched flows can be accessed from custom buttons, custom links, Visualforce Pages, process builder, and Apex, etc.


Below are the steps flows does in the solution : 

1. Query the Account fields in the flow 
2. Flow Screen 
1. To Capture Opportunity Fields
2. To Capture Quote fields.
3. Assign the Capture variables to Opportunity
4. Perform DML on the Opportunity record
5. Assign the Capture variables to Quote including assigning the Opportunity Id inserted in the Step4
6. Perform DML on the Quote record

You can try the demo of the working solution in the community : 

1. Open the below URL: https://resourcefulbear0904-developer-edition.um1.force.com/customersupport/s/detail/0013z00002PVFd3AAH?language=en_US
2. Hit the button Create Oppty & Quote on the Account Detail page

Interesting facts : 

1. In the screen component, you can have lookup fields also for the object which will give the ability for the Users to select corresponding object records (like Accounts)
2. You can invoke Apex code from the flow if needed
3. You can call lighting components from the flow. 
4. If you have enabled multi-currency you can populate CurrecyIsoCode from the Account which is not possible using the Quick Action.

Conclusion :

1. Flows are not a replacement for apex code or lighting components, do the things declaratively as much as you can and use customizations when it's absolutely necessary. Developer/Architect should take a wise decision between declarative and customization. 
2. Solution demo in the community is just to explain how fast the platform is and what can be done using the flows as an example*
3. I have discussed about Opportunity & Quote to create from Flow. You can create Flows to create most of the objects and automate them.

Github code :

1. https://github.com/laxmanrao564sf/CreateOpptyQuoteFlow

* Please note there will licensing involved(eg to use CPQ in the communities etc).