Clientell AI

Explain a Flow

Use Cases:

    Automation(Flows)Troubleshoot

    Prompt

    Explain what the flow 'Auto_Update_Lead_Status' does — its trigger, logic, decisions, and actions.

    Related use cases

    Multi-step

    Auto-Create Renewal Opportunities

    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.”

    Record-Triggered FlowOpportunity
    Stage = Closed Won
    Trigger
    +
    Create Renewal Opp
    Create Records
    +
    Close +1yr, Same Owner
    Assignment
    After Save · Same Account

    Debug a Salesforce Error

    Paste an error. Get the root cause in seconds.

    “Apex error ‘FIELD_CUSTOM_VALIDATION_EXCEPTION’ on saving Opportunity — identify which validation rule fired and why.”

    FIELD_CUSTOM_VALIDATION_EXCEPTION
    Object: Opportunity
    Action: Save record
    Root Cause
    Rule: Require_Amount
    Amount must be > 0 when Stage ≠ Prospecting
    Set Amount > 0 or change Stage to Prospecting
    1 validation rule identified

    Block Backward Stage Changes

    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.”

    Validation RuleOpportunity
    Qual
    Proposal
    Nego
    Closed
    System Admins exempt
    Prevents backward stage movement