I built a Record-Triggered Flow to automate Lead follow-ups based on Lead Rating.
๐ฅ Hot โ 7 days
๐ก๏ธ Warm โ 14 days
โ๏ธ Cold โ 21 days
What I built:
- Record-Triggered Flow
- Decision Element
- Hot, Warm & Cold paths
- Automatic Task creation
- Task assigned to Lead Owner
- Task linked to Lead
Practical proof from my Developer Org:
โ
Hot โ Sep 19
โ
Warm โ Sep 26
โ
Cold โ Oct 3
The screenshots below show the actual Flow and Tasks created successfully.
This project helped me turn a business requirement into a working Salesforce automation:
Requirement โ Build โ Test โ Verify โ Success ๐ช
#Salesforce #SalesforceAdmin #SalesforceFlow #SalesforceAdministrator #CRM #Automation #LearningInPublic