Unlocking the potential of Salesforce Flows and the role of ChatGPT
An example of a basic Salesforce Flow is the creation of a follow-up task when certain conditions are met on a record, such as a change in the status of an Opportunity.
When a sales organization wants to ensure that every time an Opportunity reaches the “Negotiation” stage, the sales rep’s finance team representative is added to the opportunity team, and a notification email is sent to the sales rep and the finance team representative.
Let’s look at the two user stories for this requirement.
User story 1 – when an Opportunity stage is set to Negotiation, add the sales reps’ finance team representative to the opportunity team:
- Goal: As a sales rep, I want my opportunities at the Negotiation stage to have my finance team representative on the opportunity team
- Acceptance criteria:
- Given there is an opportunity in Salesforce
- When the opportunity stage is changed...