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I have a requirement to build a Flow that will send out a series of emails to Lead prospects based on the Lead Source. Each Lead Source has it's own unique set of emails that will be sent out on a timeline. There are 4 total Lead Sources that will have a series of emails sent out. Each Lead Source will get the following schedule of emails: 

Immediately after creation of Lead, 2 Days after, 4 Days after, 7 Days after, 10 Days after, 30 Days after, 60 Days after, 90 Days after, 120 Days after, 150 Days after, 180 Days after, 210 Days after, 240 Days after, 270 Days after, 300 Days after, 330 Days after, and 360 Days after Lead creation. 

So that would be 17 different scheduled paths and there are 4 Lead Sources so that would make a total of 68 email possibilities. 

What would make the most since in a design for this Flow structure. I could use Decision elements after each Scheduled Path and have email alerts. Doing so would make a large Flow. What would be a better solution is designing this type of Flow? 

 

#Flow  #Trailhead  #Salesforce Admin

1 resposta
  1. Hoje, 06:43

    Tbh sounds like you're trying to use flow to do drop marketing. Have you looked into any marketing automation platforms?

    While technically possible in flow, it will get messy fast as you are pointing out. Cleanest route is probably to have 4 schedule-triggered flows that run daily, 1 for each lead source.

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