Build a Scheduled Flow
Use Cases:
Automation(Flows)
Prompt
Create a scheduled flow that runs every Monday and flags all Opportunities with Close Date in the past and Stage not equal to 'Closed Won' or 'Closed Lost'.
Prompt
Create a scheduled flow that runs every Monday and flags all Opportunities with Close Date in the past and Stage not equal to 'Closed Won' or 'Closed Lost'.
Generate next-year renewals on every Closed Won.
“Create a flow that generates a renewal opportunity in the same account whenever an opportunity moves to Closed Won, with close date set to 1 year from today and the same owner as the original opportunity.”
Stop reps from moving opps backward — except admins.
“Create a validation rule on Opportunity to prevent Stage from moving backwards (e.g., from Proposal back to Qualification) except for System Administrators.”
Create an alert that fires on any Salesforce event.
“Create an email alert that notifies the Opportunity owner when a deal moves to 'Negotiation' stage.”