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