Trailhead Superbadge Series: Process Automation Specialist Part 6
Link to Trailhead: https://trailhead.salesforce.com/en/superbadges/superbadge_process_automation
Process Automation Specialist: Create Flow for Opportunities
Note: you need to install the unmanaged package for the email templates.
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
Call Approval Process
Approval Process Configuration
Opportunity Closed Won and Create Record in Robot Setup Object
Create Record in Robot Setup