Let's Get Flowing - Salesforce Flow Training: Session One: Automatically Add Leads to a Campaign
Use Case:
When a new Lead is created with a Lead Source of “Flow Webinar” and they have an email address, we what to automatically add them to the “Going with the Flow Newsletter” Campaign.
We then want to email them to confirm they’d like to opt into our monthly newsletter.
Topics Covered:
Tour of Flow Builder: sforce.co/3a867Le
Concepts: sforce.co/2PqCGMs
Building Blocks: sforce.co/2w5UiXe
Flow Types: sforce.co/2T1gWJe
Flow Elements: sforce.co/3a4aQxm
Flow Resources: sforce.co/3a7Jkzc
Best Practices: sforce.co/3cfvug7
Building the Flow
Variables: sforce.co/2v9WJIe
Get Record: sforce.co/3cazcaz
Create Records: sforce.co/3c6oxxP
Decision: sforce.co/2TgW8fH
Send Email: sforce.co/3acC59f
Activating and Deactivating a Flow: sforce.co/3a5TXCp
Testing our Flow: sforce.co/2HUM3zF
Process Builder
Run Flow
