Salesforce flows is a powerful tool to automate complex actions. Users just need to drag, drop and enter the logic. Flows is a tool which works just like code logic without using a programming language.
This is a use case where we are sending email alerts to the sales manager when the opportunity amount drops by 25%. This would help sales managers to approach their opportunities easily.
This case would require
- Create an email alert
- Create a record-triggered flow.
STEPS REQUIRED FOR CREATING THE FLOW:
Step 1: Go to setup, search for email alerts and create a new email alert.
Step 2: Enter the details as below:
Step 3: Create a record-triggered flow.
Step 4: Select opportunity as object and set the condition for Amount.
Step 5: Go to Manager and click on New Resources. Select Formula.
Step 6: Create a formula to calculate change in percentage.
Step 7: Drag decision from left side panel and drop on canvas.
Step 8: Enter the details as below:
Step 9: Drag and drop action element to canvas and enter following details:
Step 10: Connect all three elements. Click on Save and then activate.
Step 11: It is done. Users can test the flow by updating the amount in any opportunity record.
This flow will help the sales managers to know whether the opportunity amount has gone below 25% and it will automatically send the email. Thus, Salesforce flow saves time and work efficiently without a single piece of code. Flows are a very useful tool and easy to use. Users just need to simply drag and drop elements, it will collect the data and do what the User wants.