Create flow on Opportunity Create or Update - Immediate vs Scheduled Path
Opportunity, Create or Update
Criteria: StageName does not equal Closed Won and StageName does not equal Closed Lost
Action and Related Records
Add Immediate and Scheduled Path as in visual (check visual link below)
On Scheduled Path:
Reminder to Opportunity Owner, Time Source: Opportunity Close Date , Offest Number (days) 7, Offset Options : Days Before (This is scheduled 7 days before)
In Run Immediately Path:
Add action like Chatter Post:
Chatter for Oppty Create Update
Message: Action taken on Opportunity, Target: Opportunity Record
On Scheduled Path:
Decision:
StageCheck
Stage equals Prospecting
Record.StageName equals Prospecting
Add action like Chatter Post :o the scheduled path
Reminder Message
Message: Necessary action to be taken since Oppty is Prospecting and Close Date is approaching, Target: Opportunity Record
Visual: https://www.youtube.com/watch?v=R1QbaOzlP08
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