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Salesforce Samples

Flow Builder
2024-2025

Slide 1

Flow Builder that automates the creation of opportunities on Campaign Members, setting the order type, assigning and emailing the opportunity owner, to increase sales productivity.

Record-Triggered Flow

Formula Requirements up record creation:

  • Campaign.Automated_Opp_Creation__c (checkbox) is checked (TRUE)

  • LeadId is NULL (Must be a Contact)

  • Campaign.Automated_Opp_Owner__c (checkbox) is not blank

  • (RequiredCampaign.Automated_Opp_Order_Type__c (picklist) is not blank

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