Salesforce: alerts for territory Accounts

Modified on Tue, 30 Jan 2024 at 02:27 AM

Notifying Sales when Accounts in specified territories are showing intent to purchase

With Buyer Discovery, you can send email alerts to Account Owners when an account in their Territory is showing purchase intent. Here are the steps:

Note: Before this flow can run, the Salesforce Org needs to have the unmanaged package for Transferring Intent Signals to the Account object. To run the unmanaged managed, contact your client partner for the link.

Follow the below steps for each territory:

In your Salesforce Org, click on the gear icon, then click Setup
On the Setup page in the Quick Find bar, search and click Flows
On the Flows page, click New Flow
In the New Flow box, select Record-Triggered Flow and click Create
In the Flow creation page, click the Start option
In the Configure Start box, select the Object as Account
For Configure Trigger, select When a record is created
For Set entry Conditions, set the Condition requirements to Custom Condition Logic is Met
Set the 1st condition so that the Flow runs When Buyer Discovery Purchase Intent does not equal Empty String, and click Done
Add more conditions for each state in the territory, and set the Condition Logic to something like 1 AND (2 OR 3 OR 4)

On the Flow creation page, click the plus button
In the Add Element screen select Assignment
In the Edit Assignment box, create an element named Get Record ID (Type:text), and set it equal to the Account ID of the selected Record, so it looks as shown below:

On the Flow creation page, click the plus button and add an email Alert Action
In the Email alert box, Select an existing email alert to this territory’s account owner (or create one using the Email Alerts and Email Templates features)
For the Record ID, select the GetRecordID variable
In the Workflow creation page, click Activate

Now, whenever a new account is showing intent, if it is in this territory, this territory’s account owner will get an alert.