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For context of myself: I have never built a flow before (besides following tutorials). I feel like I have a general idea but am also all over the place with my thoughts on how to build this flow. I am looking for advice/ guidance on whether this flow is possible, if there is a way to simplify the flow, if I am missing resources/elements or if there are other simpler solutions I am overlooking.

 

The flow itself will be gathering records related to a contact's account's assigned user(s) and contact's account's assigned territory/territories then updating the record of the contact that triggered the flow. I plan to use this information to set criteria for sending email alerts or setting an approval process for contacts moved based on the territory of the account the contact was in and to the assigned users of the territory of the account the contact was in. I am attaching a PDF file that I have been using to brainstorm how I will create this flow and gives more context to why I am creating the flow and what issue I am trying to solve. Any guidance is greatly appreciated! Thank you!

 

#Flows  #Salesforce  #Automation  #Flow  #Record-Triggered

1 answer
  1. Feb 29, 2024, 4:33 PM

    Another thought I had is using a screenflow to gather information rather than creating a flow to populate a field then using a decision element to create different pathways based on the information gathered from the rep. Such as if I could get the rep to select from a picklist the assigned user/assigned users in the territory of the account they are moving contact from to send email to the users selected. Also do not know if this is possible but think it could simplify the flow if so. 

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