![]() ![]() This type of Auto launch flow executes using a schedule but doesn’t support user interaction, screens, local actions, choices, or choice sets. Yes, you heard it right Schedule triggered flows can also run for a batch of records if the filter conditions are specified.Įxplore the updated administrator syllabus, exam pattern, passing score, exam cost, registration & prep tips in our Salesforce Admin exam guide. It provides Salesforce users the ability to run declarative logic on multiple records at a scheduled time. On the other hand, as the name suggests, these flows only run from the specified time and frequency(once/ daily/ weekly) that the user sets. Use Coupon Code BLOG20 to avail flat 20% discount on saasguru Programs. Save, debug if needed, and activate the flow. Use a “Update records” data element to modify Opportunity stage. ![]() This variable receives the opportunity record from Process Builder. Make an email alert using the Welcome Customers template.ĭevelop an auto-launched flow that triggers on specific conditions. If yes, set an action to call the flow created in step 2.Define new criteria to check if the Opportunity type is New Customer.Select the Opportunity as an object and Start the process only when a record is created.Create a Process builder on Opportunity.Finally, debug(if required), Save, and then Activate the flow.Create an action element to send an email alert created in step 1 and assign the Opportunity Id as a record.Then create a task of type call and enter the details like Due date, Assigned to, Related to, etc.Create a data element of type Update records to update the Opportunity stage.Create a record type variable available for input to get the opportunity record from the Process builder.Create an email alert with the Welcome Customers email template.This flow will update the Opportunity stage to Qualification, create a task for the Sales Rep and send a welcome email to the customer. ![]() To solve the above requirements, we would call an Auto launched Flow using the Process builder whenever the new Opportunity is created with type as New customer.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |