How to Create Big Deal Alerts in Salesforce

Learn how to set up automated alerts that notify stakeholders when high-value deals close or move through key stages.

Traditional Method

30-45 minutes

hard

Create Email Template

Go to Setup > Email Templates and create a template for the alert

Create Flow

Go to Setup > Flows and create a new Record-Triggered Flow on Opportunity

Set Entry Conditions

Configure trigger: when Opportunity is created or edited, and Amount > threshold

Add Decision Element

Add decision to check if Stage equals 'Closed Won' or specific high-value stage

Get User Records

Use Get Records to retrieve manager and executive user records

Send Email Alerts

Add Send Email actions to notify multiple recipients

Test and Activate

Test with sample data and activate the flow

With Clientell

1 minute

Easy

Instead of following multiple steps, use Clientell to complete this task instantly:

Create a flow that sends an email alert to the sales manager and CEO whenever an Opportunity with Amount > $100,000 moves to Closed Won stage.

Benefits:

Create complex alert flows with natural language
Automatically handles user lookups and email setup
No need to manually configure email templates
Can set up multiple alert recipients instantly

Related How-To Guides

How to Create Salesforce Flows

Learn how to build automation flows in Salesforce to automate business processes and reduce manual work.

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