Trailhead Superbadge Series: Process Automation Specialist – Automate Opportunities

Trailhead Superbadge Series: Process Automation Specialist Part 5

Link to Trailhead: https://trailhead.salesforce.com/en/superbadges/superbadge_process_automation

Process Automation Specialist: Automate Opportunities

Requirements:

  • New Opportunity Created for Account Type = Prospect OR Customer, send Email to Finance Team, create Task for Account Owner ONLY for Prospect.

  • Send Welcome Packet Email, when the Opportunity is Closed Won.
  • Negotiation Stage & Amount > 100 000, automatically submit for approval.
  • Manager of Opportunity Owner for Approval; Lock Record and move stage to Awaiting Approval.
  • Manager Approved -> Stage = Closed/won
  • Manager Reject -> Stage = Negotiation / Review and Unlock Record.
  • Create Setup Record and Setup Date = 180 days + close date.

 

Note:  you need to install the unmanaged package for the email templates.

1.Process Builder

New Opportunity Created for Account Type = Prospect OR Customer, send Email to Finance Team, create Task for Account Owner ONLY for Prospect.

Opportunity Stage = Prospecting and Account Type = Prospect

Create Task – Send Marketing Materials

Create Email Alert Templates

Create Email Alert – Process Builder

Your Process Builder Step should look like below

Opportunity Amount > 100k and Stage is Negotiation

Process Builder

Call Approval Process

Approval Process Configuration

 

Opportunity Closed Won and Create Record in Robot Setup Object

Create Record in Robot Setup

CASE(MOD([Opportunity].CloseDate + 180 – DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180)
Adding the rest of the event in the process builder.

Validate Result

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