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.
Summary
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.