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Flow Template for Stock Rotation Incentive Notifications

Use the record-triggered flow to notify the partners when a new stock rotation window opens. This ensures partner users are informed in real time and have sufficient time to review eligible inventory and submit stock rotation requests before the program deadline. Customize the out-of-the-box notification flow to meet your organization’s communication and branding requirements.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions that have Stock Rotation enabled.
User Permissions Needed
To configure notification flow: Stock Rotation Admin User
  1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
  2. Open the Send Stock Rotation Execution Notification flow.
  3. Update email templates. Modify the email alert action to change the messaging, subject line, or branding of the notification sent to partners.
  4. Add In-App Alerts (Optional). Add a Send Custom Notification action to notify users through the Salesforce notification bell or mobile app.
  5. Test the flow. Create a Stock Rotation Execution record for a test partner account and confirm that the associated partner user receives the notification.
  6. Click Activate to enable the notification for all future rotation cycles.

The system uses a record-triggered flow that activates as soon as a Stock Rotation Execution record is created by the Data Processing Engine (DPE).

  • Trigger: The flow identifies a new Stock Rotation Execution record linked to a specific partner account.

  • User Identification: The flow retrieves all contacts related to the partner account.

  • Permission Validation: To ensure notifications are sent only to authorized users, the flow filters users who are assigned the Stock Rotation Experience Cloud Permission Set License (PSL). Also, ensure that all eligible partners have the appropriate Partner Community License assigned.

  • Notification Delivery: Identified users receive an email notification containing the Execution ID and a direct link to the record in the Partner Portal.