Lead Assignment Automation from Salesforce Flow

Lead Assignment Automation from Salesforce Flow - Salesforce Geek

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Күн бұрын

Lead Assignment Automation From Flow in this video I'm explaining How you can assign a lead to a particular user when a particular field is changed, I configure this flow both when a record is created and when a record is updated also after assigning we are sending an email to the record owner about the Lead assignment.
00:00 - Scenario Explanation
06:20 - Use of custom labels in Salesforce Flow
09:40 - Use of Text Template for the dynamic body for sending Emails?
19:20 - Dynamic URL to navigate to the record.
27:50 - Use of ISNEW() / ISCHANGED()
Formula Used - Record Link Formula - LEFT($Api.Enterprise_Server_URL_510,FIND( '/services', $Api.Enterprise_Server_URL_510))&{!$Record.Id}
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Пікірлер: 19

@723gaurav Жыл бұрын

You are doing a noble job by helping so many people. Keep up the excellent work.

@salesforcegeek Жыл бұрын

Thank you 🙏

@audreybostrom4877 Жыл бұрын

I am so thankful I found your channel! You helped me immensely with this one video. I can't wait to check out your other ones. Thank you!

@salesforcegeek Жыл бұрын

You are so welcome!

@bobblidattathreya8493 2 жыл бұрын

Thanks a lot Bro you are helping lot's of people with your videos.

@salesforcegeek 2 жыл бұрын

Thank you 😊

@rohitmohanty3134 Жыл бұрын

Instead of the RUN formula you created, I tried comparing Current Record Value with it's prior value in the decision element which is working fine and could be an alternative solution. Anyways, Keep up the excellent work brother.

@shivanshbhatnagar5140 2 жыл бұрын

Nice video bhaiya. I learn a lot from this. Thank you 😊

@salesforcegeek 2 жыл бұрын

❤️❤️

@user-fk1gw3ee4l Жыл бұрын

I replicated this in my org but for accounts. I followed the steps and the custom labels but my new acct records are not being routed to the users I chose in the custom labels. They are still assigned to me.

@723gaurav Жыл бұрын

I tried using the OR formula that you showed still the email is going on updation of other field. What could be wrong ?

@santanuroy571 2 жыл бұрын

Hi Shubham if you show us something on business hours entitlement with case it wilk be beneficial. I have a requirement where I need to add a case based on multiple businesses hour. we have IST and PST monday to friday BH .. my requirement is that i want to assign a case with pst entitlement when the case created on pst time 8 am to 5 pm and ist entitlement if the case is created on 8 am to 5 pm ist time zone.

@ezetendukizito1386 Жыл бұрын

On Permanent Stafffing, you selected the Label, but the other one, you simply used the decision component. Is there any reason for that?

@spooja4549 Жыл бұрын

Where do we get the value? Which you put in a custom label on how to get the value?

@salesforcegeek Жыл бұрын

Go to quick find then - type custom label

@bobblidattathreya8493 2 жыл бұрын

Bro, Please do make a video on sending single email on leads where last activity/modified date was greater than a month. In case there are 100 leads with last activity/modified greater than 1month we need to send only 1 email instead of 100 emails.

@salesforcegeek 2 жыл бұрын

Noted