Opportunity Closed Won Email Alert

Design

As a Salesforce User
I want to receive an automated email when an opportunity is closed won
So that I can celebrate the win with the team

Given I want to receive an email when an opportunity is closed won
When the opportunity is closed won
Then I receive an email with the opportunity details

Build

To-do:

• Create 2 custom fields on the Opportunity for Account Name and Owner Name
• Create a lightning email template
• Create email alert and choose recipients
• Create a Flow to send the email template

Create Opportunity Fields

Data Type: Formula
Field Label: Account Name Text
Description: The name of the account associated with the opportunity
Formula Return Type: Text
Formula: Account.Name

Data Type: Formula
Field Label: Owner Name Text
Description: The name of the owner of the opportunity
Formula Return Type: Text
Formula: Owner.FirstName & " " & Owner.LastName

Lightning Email Template

Email Template Name: Opportunity Closed Won
Description: Email template to send to the internal team when an opportunity is closed won
Related Entity Type: Opportunity
Folder: Public Email Templates

Subject: Closed Won Opportunity: {{{Opportunity.Account_Name__c}}} 🚀
Body:

Hi All,

Congratulations the Opportunity for {{{Opportunity.Account_Name__c}}} is Closed Won 🎉

Here are the details:
Oppotunity Name - {{{Oppotunity.Name}}}(make this a hyperlink to the record using {{{Opportunity.Link}}})
Oppotunity Owner - {{{Opportunity.Owner_Name__c}}}
Type - {{{Opportunity.Type}}}
Amount - {{{Opportunity.Amount}}}
Lead Source - {{{Opportunity.LeadSource}}}

Great work everyone!
Salesforce Automated Email

Email Alert

Description: Opportunity Closed Won Email Alert
Object: Opportunity
Email Template: Opportunity Closed Won (as above)
Selected Recipients:

• Opportunity Owner
• Account Owner

Additional Emails:

• None

from Email Address: Current User's Email Address

Flow

Type: Record Triggered Flow
Trigger: When a record is updated
Object: Opportunity
Conditions: StageName equals 'Closed Won'
When to Run the Flow for Updated Records: Only when a record is updated to meet the condition requirements
Optimize the Flow for: Actions and Related Records

Element: Send Email Alert
Action: Closed Won Opportunity Email Alert Label: Send Closed Won Email
Record ID: {!$Record.Id}

Test

Steps:

1. Update an opportunity to Closed Won
2. Verify the email is sent to the Opportunity Owner and Account Owner
3. Verify the email contains the correct details

Expected Result:

1. The email is sent to the correct recipients with the correct details