🔥 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
Hands-On Practice
The team:
- Created and tested record-triggered flows
- Used the Copilot debugging tool to validate flow logic
- Tested flows with sample data to verify correct execution
- Reviewed debug logs to understand flow execution
Action Items for Team Members
All Team Alpha Members:
- Complete pending flow replication assignments
- Practice building flows with decision elements, record-triggered flows, and scheduled flows
- Take screenshots of completed flows for verification
Innocent, David, and Prince:
- Finish the two assignment flows before next session
- Prepare to continue building the complex follow-up task automation flow
Divine Lantum (Instructor):
- Post flow assignments and real-world interview examples in the community
- Create a detailed step-by-step runbook for faster flow creation
- Prepare examples for auto-launch flows and scheduled flows for next session
Next Session Preview
The team will:
- Continue building the complete follow-up task automation flow
- Introduce scheduled flows with 48-hour triggers for email alerts
- Cover auto-launch flows with practical examples
- Build flows suitable for interview scenarios
Key Takeaway
Flows are powerful automation tools that can significantly reduce manual work, improve business processes, and provide real-time visibility into sales activities. The key to mastery is consistent practice with mapping, decision elements, and understanding when to use different flow types1.
Below here is the link to the meeting:https://app.fireflies.ai/view/ALPHA-TEAM::01KGFZJD4Q9DVB500D8KR3NA1A
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🔥 Recap & Recording of Salesforce Meeting Summary of TEAM ALPHA - AUTOMATION CLASS on Monday: 02/01/2026
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