Sales Discount Approval Flow Project Part 1&2 · Pathway To Salesforce (PTS)

Sales Discount Approval Flow Project Part 1&2

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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!

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