Sales Discount Approval Flow Project Part 1&2
✅ Sales Discount Approval Flow – Summary Just completed an automation project that improves how Sales Reps at Currys PC World request and track discounts during deal negotiations. 🛠️ Part 1: I built a Screen Flow that: - Only allows discount requests in the Negotiation/Review stage - Captures the proposed discount & reason - Updates the Opportunity and sets the request to Pending - Sends a real-time email alert with Opportunity details to the approver 📊 Bonus: Added validation to warn if discount > 20% 🛠️ Part 2: I created a Record-Triggered Flow that: - Listens for updates to the Discount Status - Sends an email notification when a discount is Approved or Rejected - Includes key Opportunity details, discount info, and a direct record link 🎯 This automation streamlines the entire discount approval process — boosting visibility, accountability, and sales team efficiency!