Re-engaging Neglected Opportunities Screen Flow
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Karri Webster

Karri Webster

Created Oct 29, 2024

Re-engaging Neglected Opportunities Screen Flow

23
1

Review full Screen Flow

Review full Screen Flow
2

Get Record Type

Get Record Type
3

Get Record Type continued

Get Record Type continued
4

Get Past Due Task

Get Past Due Task
5

Get Past Due Task continued

Get Past Due Task continued
6

Check for Past Due Tasks in the collection

Check for Past Due Tasks in the collection
7

Loop through Collection

Loop through Collection
8

Assign Opportunity Ids to Collection

Assign Opportunity Ids to Collection
9

Get Neglected Opportunities

Get Neglected Opportunities
10

Screen Component to expose Neglected Opportunities - allows user to interact

Screen Component to expose Neglected Opportunities - allows user to interact
11

Get Primary Contact from Opportunity Contact Role

Get Primary Contact from Opportunity Contact Role
12

Get Primary Contact from Opportunity Contact Role continue

Get Primary Contact from Opportunity Contact Role continue
13

Assign Values

Assign Values
14

Prompt Response Action Element

Prompt Response Action Element
15

Screen Element - notice the formulas that are in the text components for the Subject and Body

Screen Element - notice the formulas that are in the text components for the Subject and Body
16

Decision Element to determine if Send Email was selected

Decision Element to determine if Send Email was selected
17

Send Email Action Element

Send Email Action Element
18

Click on Property Editor Panel for Send Email

Send Email Action Element continued

Click on Property Editor Panel for Send Email
19

Screen - Success Message

Screen - Success Message
Well done!
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