Use Case: Send Emails When Amount Drops A Percentage

This use case is simple yet a very powerful one. It is also a good practice of writing formula resources. While the out-of-the-box features allow us to send out emails when a currency field (ex. Amount) reaches an absolute value, this solution can fire when there is a certain percentage change. Let’s dive into how to build this up!

* Big thanks to Megan for sending in the case!

Lulu Mobile uses the standard Opportunity object and the Amount field to track the potential deal size. To ensure the deals are reasonable, they want to send out email alerts to the sales managers whenever the amount drops by more than 25%. This can help their sales teams become aware of any potential undesirable deals.

We can use the $Record and $Record__Prior global variables to calculate the percentage change. This will help us design the flow a lot more easily.

We will also use Email Alerts and Record-Triggered Flow for this solution.

Flow Chart (deactivate last login date)

Steps (deactivate last login date)

Please wait while flipbook is loading. For more related info, FAQs and issues please refer to DearFlip WordPress Flipbook Plugin Help documentation.

Record-TriggeredEmail AlertFormulaFormula
DecisionGlobal Variable

Does the solution solve your problem? If not, write us what your problem is and we will build the flow for you!

Official Salesforce Help Article On Flow

Subscribe
Notify of
guest
2 Comments
Oldest
Newest Most Voted
Inline Feedbacks
View all comments
Karim

Helpful and educative like always!