Build a Smart Opportunity Automation in Salesforce Flow (Real Admin Use Case) скачать в хорошем качестве

Build a Smart Opportunity Automation in Salesforce Flow (Real Admin Use Case)

Automate Opportunity data in Salesforce using Flow. In this step-by-step Salesforce Admin tutorial, I show you how to build a record-triggered Flow that automatically captures the Opportunity Owner and Manager at the moment a deal closes. No manual updates, no reporting gaps, and cleaner Salesforce data you can trust. In this lesson, we create a Salesforce Flow that auto-populates custom fields when an Opportunity moves to Closed Won or Closed Lost, ensuring historical ownership data is preserved for reporting, forecasting, and RevOps analysis. Using a real example Opportunity (Burlington Textiles), you’ll see the automation run live, followed by a full walkthrough inside Flow Builder explaining triggers, decision logic, record lookups, assignments, and testing scenarios. What you’ll learn: • How to build a Record-Triggered Flow on Opportunities • Automatically populate Owner at Close and Manager at Close fields • Use Decision and Get Records elements effectively • Handle stage change logic correctly • Prevent flows from running unnecessarily • Test edge cases and rerun scenarios safely Flow logic covered: • Trigger when Opportunity Stage changes to a closed stage • Check if close fields are blank • Retrieve Opportunity Owner record • Determine whether the Owner has a Manager • Pull the Manager record using ManagerId • Assign Owner and Manager values automatically • Update the Opportunity record Video chapters: 00:00 Flow Automation Intro 00:35 Opportunity Close Demo 01:40 Switching to Flow Builder 02:25 Trigger Conditions Explained 03:11 Get Owner and Manager 04:41 Assign Fields and Values 05:31 Testing Stage Change Scenarios 06:03 Edge Cases and Reruns 07:02 Wrap Up and Next Steps Work with me or learn more: https://salesforce-coach-site--salesf... Subscribe for practical Salesforce Admin tutorials focused on automation, Flow, CRM optimization, and real-world Salesforce use cases. Salesforce Flow tutorial, Salesforce automation, Opportunity automation Salesforce, record triggered flow Salesforce, Salesforce admin tutorial, Salesforce Flow examples, CRM automation, Salesforce opportunity management #Salesforce #SalesforceFlow #SalesforceAdmin #CRM #Automation #RevOps