📩 Salesforce Lead Tracker

A Salesforce automation project that tracks and manages Leads, and sends follow-up email reminders to Lead Owners when the Follow_up__c date matches today.

🛠️ Built With

• Salesforce Flows (Visual Automation)
• Lightning App Builder
• Custom Fields
• 🧼 100% Declarative (No Apex or SOQL)

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✨ Features

• ✅ Follow-up Reminder Flow
  Automatically sends follow-up emails to Lead Owners for leads where Follow_up__c = TODAY.

• ✅ Email Log Creation
  Flow creates a record in the custom object Email_Log__c to track sent emails.

• ✅ Custom Field
  Follow_up__c: A custom Date field on the Lead object.

• ✅ Tested with Real Data
  Verified email delivery and logging with actual test Leads and real user Owners.

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📂 Flow Details

• Flow File: WORKING_FLOW.flow-meta.xml
• Screenshots in the flows/ folder:
  • flow.png, flow-zoom1.png, log-email-assignment.png, email-log-record.png, etc.

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🧪 Test Summary

• 🧪 Test Dates: 6 June & 9 June 2025
• ✅ Email Sent To:
  • Test Lead: Saul Goodman
  • Real Lead Owner: Devadathan Namboothiri P
• 🛠️ Fixes Made:
  • Corrected Owner lookup using OwnerId
  • Removed logEmailOnSend = true (which caused invalid whatId errors)
  • Logging enhancement using Email_Log__c
  • Created variable 'LOG' to store essential fields

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📝 Field & Setup Notes

• Field documentation: field-list.md
• Logic:
  Flow finds all Leads where: Follow_up__c == Today and sends follow-up email to Lead Owner with all details.

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👤 Author

Devadathan Namboothiri P
Salesforce Developer & Trailblazer
GitHub Profile

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