Daniel Im › Projects › Demo Email Capture Workflow
CRM & Automation

Salesforce Demo Email Capture Workflow

Eliminated marketing automation enrollment failures caused by missing demo attendee email on Opportunity records by automating field population through a record-triggered Salesforce Flow.

System Overview

Record-triggered Salesforce automation ensuring demo attendee email addresses are consistently captured at the Opportunity level for reliable marketing automation enrollment and reporting.

The demo scheduling process relied on attendee email information that initially lived on Lead records. After conversion, this data was not consistently present on the Opportunity object, which was the required source field used by the marketing automation system for post-demo enrollment workflows.

This project implemented automation to guarantee that the required email field was consistently populated whenever a demo event was created.

Structural Gap
  • Demo attendee email often existed only on Lead records.
  • Opportunity-level marketing field frequently remained empty.
  • Manual copying created inconsistent data quality.
  • Marketing automation enrollment failed when the field was missing.
  • No enforcement mechanism guaranteed required data population.
Architecture
  • Record-Triggered Flow - Automation executed when a demo event record was created.
  • Scoped Trigger Logic - Execution limited specifically to Demo event types.
  • Email Field Mapping - Primary contact email copied into Opportunity-level marketing field.
  • Automation Enforcement Layer - Removed reliance on manual SDR updates.
  • Downstream System Alignment - Ensured marketing automation always received required field data.
Automation Workflow Demo Event Created → Flow Triggered → Primary Contact Email Retrieved → Opportunity Email Field Updated → Marketing Automation Enrollment
Salesforce Flow Builder - Record-Triggered Flow (Opportunity Object, Dual Scheduled Paths, Duplicate Detection)
Salesforce Demo Email Capture Flow
Tools
  • Salesforce CRM
  • Salesforce Record-Triggered Flow
  • Marketing automation integration
Scale
  • Primary users: SDR team + marketing automation workflows
  • Process frequency: every scheduled product demo
  • Objects involved: Event, Contact, Opportunity
Operational Impact
  • Improved reliability of post-demo marketing enrollment.
  • Reduced manual data copying for SDRs.
  • Increased CRM data integrity for demo engagement reporting.
  • Strengthened alignment between CRM and marketing systems.
Future Improvements
  • Add validation rule preventing demos without contact email.
  • Create monitoring report for automation exceptions.
  • Extend logic to support multi-attendee demo scenarios.
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