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CRM & Automation

Salesforce Demo Email Capture Workflow

Built a record-triggered Salesforce Flow that auto-populates the demo attendee email on Opportunity records, removing a manual copy step that SDRs regularly missed. The missing field had been breaking marketing automation enrollment on roughly 10 records a month. Automating it made enrollment depend on the system instead of each rep remembering the step.

Salesforce Demo Email Capture Flow
Problem
Email missing on Opportunity records Marketing automation enrollment failures Manual data copying by SDRs No enforcement mechanism
Solution
Record-Triggered Flow on demo event creation Scoped to demo event types only Auto-copies contact email to Opportunity field Removes reliance on manual SDR updates
Outcome
Enrollment failures sharply reduced Removed the manual copy step Improved CRM data integrity Marketing automation alignment restored
How It Works
Demo Event Created
  • Flow Triggered
  • Primary Contact Email Retrieved
  • Opportunity Email Field Updated
  • Marketing Automation Enrollment Succeeds
Tools & Skills
Salesforce CRM Record-Triggered Flow Marketing Automation Integration Field Mapping Logic
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