Re-engaging Neglected Opportunities Screen Flow

1. 1. Review full Screen Flow

   

2. 2. Get Record Type

   

3. 3. Get Record Type continued

   

4. 4. Get Past Due Task

   

5. 5. Get Past Due Task continued

   

6. 6. Check for Past Due Tasks in the collection

   

7. 7. Loop through Collection

   

8. 8. Assign Opportunity Ids to Collection

   

9. 9. Get Neglected Opportunities

   

10. 10. Screen Component to expose Neglected Opportunities - allows user to interact

    

11. 11. Get Primary Contact from Opportunity Contact Role

    

12. 12. Get Primary Contact from Opportunity Contact Role continue

    

13. 13. Assign Values

    

14. 14. Prompt Response Action Element

    

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

    

16. 16. Decision Element to determine if Send Email was selected

    

17. 17. Send Email Action Element

    

18. 18. Click on Property Editor Panel for Send Email

    Send Email Action Element continued

    

19. 19. Screen - Success Message