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Screenflow the document could not be saved11/21/2023 ![]() ![]() 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. Finally, a Welcome email should be sent to the customer notifying them about a call that has been scheduled with the sales representative.Secondly, the task should be created for the Sales Rep who owns the Opportunity to call the customer and get more details. ![]() Firstly, the Opportunity should be changed to the Qualification stage so that the VP of sales can better understand the sales process.Business Scenarioįor Instance, Marvel Industries plans to focus on improving their customer experience and wants to ensure whenever the new Opportunity arises with the type as a New Customer. Auto launched flows provide abstraction, as you can define the complex processes to be carried out in the background without a user knowing the details. These flows are launched automatically based on specific events or conditions. ![]()
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