SCREENFLOW ADD CALLOUT HOW TO
SCREENFLOW ADD CALLOUT MOVIE
SCREENFLOW ADD CALLOUT UPDATE
SCREENFLOW ADD CALLOUT SOFTWARE

This variable receives the opportunity record from Process Builder. Make an email alert using the Welcome Customers template.ĭevelop an auto-launched flow that triggers on specific conditions. If yes, set an action to call the flow created in step 2.Define new criteria to check if the Opportunity type is New Customer.Select the Opportunity as an object and Start the process only when a record is created.Create a Process builder on Opportunity.Finally, debug(if required), Save, and then Activate the flow.Create an action element to send an email alert created in step 1 and assign the Opportunity Id as a record.Then create a task of type call and enter the details like Due date, Assigned to, Related to, etc.

SCREENFLOW ADD CALLOUT UPDATE

Create a data element of type Update records to update the Opportunity stage.

Create a record type variable available for input to get the opportunity record from the Process builder.

Create an email alert with the Welcome Customers email template.

This flow will update the Opportunity stage to Qualification, create a task for the Sales Rep and send a welcome email to the customer. To solve the above requirements, we would call an Auto launched Flow using the Process builder whenever the new Opportunity is created with type as New customer.

Finally, a Welcome email should be sent to the customer notifying them about a call that has been scheduled with the sales representative.

Secondly, the task should be created for the Sales Rep who owns the Opportunity to call the customer and get more details.

Firstly, the Opportunity should be changed to the Qualification stage so that the VP of sales can better understand the sales process.

Business Scenarioįor Instance, Marvel Industries plans to focus on improving their customer experience and wants to ensure whenever the new Opportunity arises with the type as a New Customer. Auto launched flows provide abstraction, as you can define the complex processes to be carried out in the background without a user knowing the details. These flows are launched automatically based on specific events or conditions. AWS Solution Architect Associate CertificationĪs the name suggests, Auto launched Flows can be launched when invoked by Apex classes, process builders, or REST API.ServiceNow Certified System Administrator.Salesforce Sharing and Visibility Architect Certification Course.Salesforce Data Architect Certification Course.

Salesforce CPQ Specialist Training Course.Salesforce Platform Developer 1 Certification.Salesforce Certified System Administrator.If you have any questions at all about this lesson or any others, please ask me and I'll be happy to help you. 'Build' a callout so it has a gentle transitional entry and exit.Add special effects such as 'Feather' and 'Round' to your callout.Adjust the border size around your chosen callout.'Zoom Up' the mouse cursor to enlarge the action vision for your audience.Adjust the 'Opacity' on the background area.Choose between the 3 Highlight options for each type of callout.Callouts solve this problem because they zoom in on the mouse click action and allow you enlarge what you do to fill the screen, making it much easier for people to see and understand what you've just done. A small screen size makes it very hard for people to see what buttons you click with your mouse as you go through the lesson.

SCREENFLOW ADD CALLOUT MOVIE

If you're making an instructional video like the lessons in this course, chances are that the audience (unless they switch to Full Screen) will be watching the movie on a small screen. This movie lesson runs for about 21 minutes.Ĭallouts are very important when your audience is watching a movie you've made on a small screen or video panel such as here on WA or on YouTube.

SCREENFLOW ADD CALLOUT HOW TO

In this lesson I show you how to add callouts (otherwise known as magnifying glasses) so your audience can see clearly what actions you perform with your mouse. Hello and welcome to Lesson 11 on How To Use ScreenFlow Software.

SCREENFLOW ADD CALLOUT SOFTWARE

Note: ScreenFlow software only works on Macintosh computers.

Screenflow add callout