DreamHouse Realty wants to track how many lifts are being installed into customer garages.

As of the Winter '24 release, Salesforce introduced the ability to send outbound messages directly from Flow. This makes Flow the best choice for automating the notification to an external system when a lift is sold, fulfilling the need for both checking the custom To Be Installed checkbox and sending the notification the next day.

Flow: With this new functionality, Flow is now the most versatile automation tool for this use case. You can:

Create a scheduled path that triggers the next day after the lift is sold (e.g., when a record meets the criteria such as the checkbox being checked).

Send the outbound message to notify the external system about the lift installation.

Perform all of this declaratively, replacing the need for Workflow, which previously was the go-to for outbound messages.

Why not Workflow anymore? Although Workflow still supports outbound messages, Flow is the preferred tool now, as Salesforce is deprecating Workflow rules and Process Builder in favor of Flow. Flow also allows for more complex logic and actions, providing flexibility in future-proofing automation.

Winter '24 Flow Outbound Message