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.
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Helpful and educative like always!
Thanks Karim. Appreciate your nice words😊
I am unclear about slide 4, what element was used to house the formula please?
Also slide 5 shows an Operator of “Less than or equal “, but this is not one of the current options on Decision (only Equals, Does Not Equal, Was visited).
Hi, you need to create a Resource from the Manager and save it as Formula/Number. The Less than or equal operator will show up if you are using a numeric variable.