Example 2: record-triggered flow
We will build a record-triggered flow to create different tasks for a user based on account type.
Business use case
Account managers are very busy. They would like to automatically have tasks generated for them when a new account is created. This task should be for them to onboard customers and partners.
Customer accounts should have an onboarding process that includes the user who created the account doing the following actions:
- Sending a “welcome” email, due one week after account entry
- Following up with a phone call, one week after the welcome email
Meanwhile, partner accounts should have an onboarding process that includes the user sending a “partner agreement” email within one week of account entry.
For now, we will just generate tasks for the user who entered the account, but if we wanted to enhance the process even further, we could send those emails out automatically using...
