# PHASE 5: Lead Scoring Flow ## Step 12: Create Record-Triggered Flow Go to: **Setup → Flows → New Flow** Select: **Record-Triggered Flow** Object: **Lead** Trigger: **A record is created or updated** Condition Requirements: **None** Optimize For: **Fast Field Updates** Click: **Done** --- ## Step 13: Add Assignment Element Click: **+ → Assignment** Label: **Calculate Lead Score** Set Variable Values: ```text $Record.Lead_Score__c = 0 Then add scoring logic using Decision elements. Simpler beginner method: Create Decision: Check Product Line Outcomes: NHS Lead Condition: $Record.Product_Line__c Equals NHS Trust Solution Then Assignment: $Record.Lead_Score__c = 80 $Record.Lead_Quality__c = Hot Private GP Lead Condition: $Record.Product_Line__c Equals Private GP Solution Assignment: $Record.Lead_Score__c = 60 $Record.Lead_Quality__c = Warm Care Home Lead Condition: $Record.Product_Line__c Equals Care Home Solution Assignment: $Record.Lead_Score__c = 50 $Record.Lead_Quality__c = Warm Default: $Record.Lead_Score__c = 25 $Record.Lead_Quality__c = Cold Save Flow as: Northwind Lead Scoring Flow Activate.

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Knowledge is more than information—it's the foundation of smarter decisions and exceptional customer experiences. In Salesforce, Knowledge empowers teams to capture, organize, and share trusted information, enabling faster case resolution, consistent support, and improved collaboration. "Build knowledge once. Empower everyone, every time."

Topic: Data Modelling (Class 2) Summary of Salesforce meeting on Friday 26/06/2026 Find below the Live recording link for the meeting : FridayTeam Gamma - Data Security-20260626_190452UTC-Meeting Recording.mp4