Notify public group

Design

As a Salesforce User
I want to be notified via email when a Opportunity stage is changed
So that I can take appropriate action

Given I want to be notified when a new Opportunity is changed to the following {stages}
When the stage is changed
Then I should receive a notification with a short summary and a link to the Opportunity record

Build

Task Name: Notify users when Opportunity stage is changed

To Do:

• Create 2 custom fields on the Opportunity for Account Name and Owner Name
• Create an email template
• Create an email alert
• Create a flow to send the notification

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 Stage Change Notification
Description: Email template to send to the internal team when Opportunity status is changed Related Entity Type: Opportunity
Folder: Public Email Templates

Subject: Opportunity in {{{Opportunity.StageName}}}: {{{Opportunity.Account_Name_Text__c}}} 🔔
Body:

Hi All,

Opportunity for {{{Opportunity.Account_Name_Text__c}}} has moved to {{{Opportunity.StageName}}} stage 👀

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

Salesforce Automated Email

Email Alert

Description: Opportunity Stage Change Email Alert
Object: Opportunity
Email Template: Opportunity Stage Change (as per above)
Selected Recipients:

• Opportunity Owner
• Account Owner

Flow

Flow Label: Opportunity: Stage Change Alerts
Description: Flow to send an email alert when Opportunity stage is changed
Flow Type: Record Triggered Flow
Object: Opportunity Trigger: A record is updated Criteria:

• Field = StageName
• Operator = Is Changed
• Value = True

Element Type: Send Email Alert
Email Alert: as per above
Label: Send Email Alert Record ID: {!$Record.Id}

Test

Steps:

1. Create a new Opportunity
2. Change the stage of the Opportunity
3. Check the email inbox for the notification

Expected Result:

1. Email notification is received when the stage is changed