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
hard1
Create Email Template
Go to Setup > Email Templates and create a template for the alert
2
Create Flow
Go to Setup > Flows and create a new Record-Triggered Flow on Opportunity
3
Set Entry Conditions
Configure trigger: when Opportunity is created or edited, and Amount > threshold
4
Add Decision Element
Add decision to check if Stage equals 'Closed Won' or specific high-value stage
5
Get User Records
Use Get Records to retrieve manager and executive user records
6
Send Email Alerts
Add Send Email actions to notify multiple recipients
7
Test and Activate
Test with sample data and activate the flow
With Clientell
1 minute
EasyInstead 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