🔥 Recap & Recording of Salesforce Meeting Summary of TEAM ALPHA - AUTOMATION CLASS on Monday: 02/01/2026
Team Alpha Salesforce Flows Training Summary Overview This was an in-depth training session for Team Alpha covering Salesforce Flows, focusing on practical implementation and real-world business scenarios1. Key Topics Covered 1. Flow Fundamentals - Introduction to different flow types: record-triggered flows, screen flows, scheduled flows, and auto-launch flows - Importance of decision elements for optimizing flow efficiency and avoiding Salesforce governor limits - Entry conditions vs. decision elements comparison 2. Record-Triggered Flows The team built and tested a record-triggered flow with the following features: - Triggered when opportunity records meet specific criteria (stage = "Proposal," amount ≥ £20,000, close date within 7 days) - Automatically creates follow-up tasks for opportunity owners - Sets task priority to "High" with due dates 2 days before opportunity close date - Prevents duplicate task creation using custom checkbox fields 3. Business Problem & Solution Problem: A UK-based software company was losing high-value opportunities (>£20,000) due to: - Manual follow-up tracking - No standardized reminder system - Lack of manager visibility into delayed deals Solution: Automated flow that: - Creates follow-up tasks automatically - Sends email alerts to managers if no activity occurs within 48 hours - Improves sales team productivity and revenue tracking 4. Technical Implementation Details - Custom Fields Created: - Decision Elements: Used to check if amount > £20,000 and if close date falls within 7 days - Update Record Elements: Mark opportunities to prevent duplicate task creation - Email Alerts: Organization-wide email addresses configured for manager notifications 5. Before-Save vs. After-Save Flows Demonstrated a simple before-save flow that automatically updates opportunity stage to "Closed Won" if amount exceeds £100,000 6. Mapping & Field Relationships - Linking tasks to opportunities using related record IDs - Assigning tasks to opportunity owners - Understanding lookup vs. master-detail relationships