When Lead is linked to an Account, the Account Owner gets notified (chatter, email (public group)) using Flow # inSalesforce

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When Lead is linked to an Account, the Account Owner gets notified (chatter, email (public group)) using Flow # inSalesforce


Prerequisite:

PossibleMatchingAccount lookup field on Lead for Account

Create Email Template:

Text-Create template as per need

Name: Lead Routing Group Notification

Subject: Lead has a matching Account (Existing).

Body: Please note, Lead has a matching Account (Existing).

Email Alert: Send Email to Lead R Group, Select the template and Object: Lead and Select the Public Group

Create Public Group: Lead Routing Group. Add members to the public group


Create the flow:

Lead, Created, Action and Related Records


Get:

Get Lead Account

Criteria: Name equals Record.Company

Desc Id

Only First


Update:

Update Lead with matching Account

PossibleMatchingAccount equals getLeadAccount.AccountId


Create Text Template:

TheMessage

@getLeadAccount.OwnerId


Action:

Post to Chatter

Message: TheMessage

Target Id: Lead.Id (Record.Id)


Action:

Email Alert you created

Send Email to Public Group














                             Visual: https://www.youtube.com/watch?v=rEeXOPZLbmg

              Related Previous Work Visual: https://www.youtube.com/watch?v=IHnkaIVrtPo

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