Salesforce Automation

Salesforce Automation Workflow

Here’s a Salesforce flow focused on objects, stages, and field updates.

flowchart TD
  A[Lead Created<br/>Source = Web] --> B[Assign Owner<br/>Round Robin or Territory]
  B --> C[Auto Update Fields<br/>Industry / Region / Score]
  C --> D[Send Welcome Email<br/>Log Activity]
  D --> E{Qualified Lead?}
  E -- Yes --> F[Convert Lead -> Contact<br/>Create Account + Opportunity]
  E -- No --> G[Status = Nurture<br/>Add to Campaign]
  F --> H[Opportunity Stage = Discovery<br/>Create Sales Tasks]
  H --> I[Stage = Proposal<br/>Auto Generate Quote]
  I --> J[Stage = Closed Won<br/>Trigger Invoice Flow]
  J --> K[Customer Success Handoff<br/>Onboarding Workflow]

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