5h • 🗣️GENERAL DISCUSSION
Northwind Lead Scoring Flow
# 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.
1
2 comments
Northwind Lead Scoring Flow
skool.com/pathway-to-salesforce
A community to help you transition into tech, master Salesforce skills, and unlock career opportunities with hands-on learning and real-world support.
Leaderboard (30-day)
1
+380
2
+347
3
+138
4
+91
5
+66
Powered by