In this article we are discussing about a Salesforce Flow use case which is designed to streamline and enhance your loan management process. In this scenario, we’re focusing on optimizing communication by means of Schedule triggered flow to send notification to loan officers. Specifically, our goal is to send a notification two days before the scheduled closing date of the loan.
By implementing this Salesforce Flow, we aim to provide a seamless and proactive solution, ensuring that loan owners are well-informed and prepared as they approach this crucial milestone. This automated notification system not only enhances communication efficiency but also adds a layer of convenience for both borrowers and lenders.
This Salesforce Flow simplifies the process and ensures that everyone involved in the loan journey is kept in the loop, promoting a smoother and more transparent closing experience.
Introducing a scheduled-triggered flow designed to run daily, ensuring a proactive assessment of loans nearing their close dates. The flow systematically evaluates each loan’s status to identify any approaching closing dates.
- From Set up, Navigate to flows.
- Select the option for schedule-triggered flows.
- Click on the “Create” button to start the flow creation process.
- When creating a schedule-triggered flow, specify the start date, start time, and frequency as required.
- Create a formula resource of data type ‘Date’ to capture the closing date which falls two days after the current date of flow execution.
- Add ‘Get Records’ Element to retrieve data from the ‘Loan’ object.
- Define filter conditions to capture loans with a ‘Closing Date’ equal to the ‘Next Date’ calculated using the previously created formula resource.
- Ignore Sorting Order:
- Opt for ‘All Records’ since multiple loan records may have a ‘Closing Date’ two days after the current execution date of the flow.
- Opt for the second option to allow Salesforce to automatically handle the storage of selected field values in a variable.
- Store the ‘Record Id’ and ‘OwnerId’ of the loan records in variables for future use in the flow.
- To send custom notifications for the fetched records, start by creating a custom notification.
- Navigate to Setup and type “Custom Notifications” in the Quick Find box.
- Locate and select ‘Custom Notifications” to begin the creation process.
- Click ‘New’ and create a custom notification which supports both Desktop and mobile channels.
This custom notification will be used later in the flow to notify the loan owners when any loan owned by them approaches their close date. It will be covered in an upcoming article.
To learn more about schedule triggered flows, click Schedule-Triggered Flow Considerations (salesforce.com)
Take Five Consulting is a technology company, based in Virginia U.S., that specializes in the Mortgage Banking vertical especially LOS implementation and application development. Take Five Consulting creates and implement mortgage technology and software specifically for Mortgage Industry.
