Add General CRM + Agency CRM automation and dashboard
- Add Lead-to-Deal Conversion Flow (screen flow) - Add Policy Renewal Reminder Flow (scheduled, draft) - Add Commission Auto-Calculate Flow (record-triggered, draft) - Add BlackRoad CRM Dashboard (Lightning App Page) - Add sample data loader scripts for all 3 CRMs - Update permission sets with new object access 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude <noreply@anthropic.com>
This commit is contained in:
Alexa Louise
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<?xml version="1.0" encoding="UTF-8"?>
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<Flow xmlns="http://soap.sforce.com/2006/04/metadata">
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<apiVersion>59.0</apiVersion>
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<description>Automatically creates commission records when a listing is sold or policy is activated</description>
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<interviewLabel>Commission Auto Calculate {!$Flow.CurrentDateTime}</interviewLabel>
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<label>Commission Auto Calculate - Listing Sold</label>
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<processMetadataValues>
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<name>BuilderType</name>
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<value>
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<stringValue>LightningFlowBuilder</stringValue>
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</value>
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</processMetadataValues>
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<processType>AutoLaunchedFlow</processType>
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<runInMode>DefaultMode</runInMode>
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<start>
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<locationX>50</locationX>
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<locationY>0</locationY>
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<connector>
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<targetReference>Check_If_Sold</targetReference>
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</connector>
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<filterLogic>and</filterLogic>
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<filters>
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<field>Listing_Status__c</field>
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<operator>EqualTo</operator>
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<value>
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<stringValue>Sold</stringValue>
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</value>
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</filters>
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<filters>
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<field>Agent__c</field>
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<operator>IsNull</operator>
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<value>
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<booleanValue>false</booleanValue>
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</value>
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</filters>
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<object>Listing__c</object>
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<recordTriggerType>CreateAndUpdate</recordTriggerType>
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<triggerType>RecordAfterSave</triggerType>
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</start>
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<status>Draft</status>
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<!-- Variable for Agent Record -->
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<variables>
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<name>varAgent</name>
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<dataType>SObject</dataType>
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<isCollection>false</isCollection>
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<isInput>false</isInput>
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<isOutput>false</isOutput>
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<objectType>Agent__c</objectType>
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</variables>
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<!-- Formula for Commission Amount (3% of sale price) -->
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<formulas>
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<name>CalculatedCommission</name>
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<dataType>Currency</dataType>
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<expression>IF(ISBLANK({!$Record.Sale_Price__c}), {!$Record.List_Price__c} * 0.03, {!$Record.Sale_Price__c} * 0.03)</expression>
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</formulas>
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<!-- Decision: Check if Status is Sold -->
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<decisions>
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<name>Check_If_Sold</name>
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<label>Check If Sold</label>
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<locationX>176</locationX>
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<locationY>134</locationY>
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<defaultConnector>
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<targetReference>End_No_Action</targetReference>
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</defaultConnector>
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<defaultConnectorLabel>Not Sold</defaultConnectorLabel>
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<rules>
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<name>Is_Newly_Sold</name>
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<conditionLogic>and</conditionLogic>
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<conditions>
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<leftValueReference>$Record.Listing_Status__c</leftValueReference>
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<operator>EqualTo</operator>
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<rightValue>
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<stringValue>Sold</stringValue>
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</rightValue>
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</conditions>
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<conditions>
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<leftValueReference>$Record__Prior.Listing_Status__c</leftValueReference>
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<operator>NotEqualTo</operator>
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<rightValue>
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<stringValue>Sold</stringValue>
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</rightValue>
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</conditions>
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<connector>
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<targetReference>Get_Agent</targetReference>
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</connector>
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<label>Is Newly Sold</label>
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</rules>
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</decisions>
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<!-- Get Agent Record -->
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<recordLookups>
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<name>Get_Agent</name>
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<label>Get Agent</label>
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<locationX>264</locationX>
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<locationY>242</locationY>
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<assignNullValuesIfNoRecordsFound>false</assignNullValuesIfNoRecordsFound>
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<connector>
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<targetReference>Create_Commission</targetReference>
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</connector>
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<filterLogic>and</filterLogic>
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<filters>
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<field>Id</field>
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<operator>EqualTo</operator>
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<value>
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<elementReference>$Record.Agent__c</elementReference>
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</value>
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</filters>
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<object>Agent__c</object>
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<outputReference>varAgent</outputReference>
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<queriedFields>Id</queriedFields>
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<queriedFields>Name</queriedFields>
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<queriedFields>Commission_Rate__c</queriedFields>
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</recordLookups>
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<!-- Create Commission Record -->
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<recordCreates>
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<name>Create_Commission</name>
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<label>Create Commission Record</label>
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<locationX>264</locationX>
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<locationY>350</locationY>
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<inputAssignments>
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<field>Agent__c</field>
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<value>
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<elementReference>$Record.Agent__c</elementReference>
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</value>
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</inputAssignments>
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<inputAssignments>
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<field>Listing__c</field>
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<value>
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<elementReference>$Record.Id</elementReference>
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</value>
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</inputAssignments>
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<inputAssignments>
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<field>Commission_Amount__c</field>
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<value>
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<elementReference>CalculatedCommission</elementReference>
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</value>
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</inputAssignments>
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<inputAssignments>
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<field>Commission_Type__c</field>
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<value>
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<stringValue>Real Estate Sale</stringValue>
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</value>
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</inputAssignments>
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<inputAssignments>
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<field>Status__c</field>
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<value>
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<stringValue>Pending</stringValue>
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</value>
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</inputAssignments>
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<object>Commission__c</object>
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<storeOutputAutomatically>true</storeOutputAutomatically>
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</recordCreates>
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<!-- End - No Action -->
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<assignments>
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<name>End_No_Action</name>
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<label>End - No Action</label>
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<locationX>50</locationX>
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<locationY>242</locationY>
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<assignmentItems>
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<assignToReference>varAgent</assignToReference>
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<operator>Assign</operator>
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<value>
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<elementReference>varAgent</elementReference>
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</value>
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</assignmentItems>
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</assignments>
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</Flow>
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@@ -66,5 +66,5 @@
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<recordTriggerType>Create</recordTriggerType>
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<triggerType>RecordAfterSave</triggerType>
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</start>
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<status>Draft</status>
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<status>Active</status>
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</Flow>
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@@ -0,0 +1,100 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<Flow xmlns="http://soap.sforce.com/2006/04/metadata">
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<apiVersion>59.0</apiVersion>
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<description>Converts a qualified lead to a deal in the General CRM</description>
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<interviewLabel>Lead to Deal Conversion {!$Flow.CurrentDateTime}</interviewLabel>
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<label>Lead to Deal Conversion</label>
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<processMetadataValues>
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<name>BuilderType</name>
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<value>
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<stringValue>LightningFlowBuilder</stringValue>
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</value>
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</processMetadataValues>
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<processType>Flow</processType>
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<runInMode>DefaultMode</runInMode>
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<start>
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<locationX>50</locationX>
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<locationY>0</locationY>
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<connector>
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<targetReference>Get_Lead_Record</targetReference>
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</connector>
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</start>
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<status>Draft</status>
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<variables>
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<name>recordId</name>
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<dataType>String</dataType>
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<isCollection>false</isCollection>
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<isInput>true</isInput>
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<isOutput>false</isOutput>
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</variables>
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<variables>
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<name>varLead</name>
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<dataType>SObject</dataType>
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<isCollection>false</isCollection>
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<isInput>false</isInput>
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<isOutput>false</isOutput>
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<objectType>Lead__c</objectType>
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</variables>
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<recordLookups>
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<name>Get_Lead_Record</name>
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<label>Get Lead Record</label>
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<locationX>176</locationX>
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<locationY>134</locationY>
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<assignNullValuesIfNoRecordsFound>false</assignNullValuesIfNoRecordsFound>
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<connector>
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<targetReference>Enter_Deal_Details</targetReference>
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</connector>
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<filterLogic>and</filterLogic>
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<filters>
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<field>Id</field>
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<operator>EqualTo</operator>
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<value>
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<elementReference>recordId</elementReference>
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</value>
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</filters>
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<object>Lead__c</object>
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<outputReference>varLead</outputReference>
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<queriedFields>Id</queriedFields>
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<queriedFields>Name</queriedFields>
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</recordLookups>
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<screens>
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<name>Enter_Deal_Details</name>
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<label>Enter Deal Details</label>
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<locationX>176</locationX>
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<locationY>242</locationY>
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<allowBack>false</allowBack>
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<allowFinish>true</allowFinish>
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<allowPause>false</allowPause>
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<connector>
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<targetReference>Create_Deal_Record</targetReference>
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</connector>
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<fields>
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<name>DealNameHeader</name>
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<fieldType>DisplayText</fieldType>
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<fieldText><p><b>Converting Lead: {!varLead.Name}</b></p></fieldText>
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</fields>
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<fields>
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<name>DealName</name>
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<dataType>String</dataType>
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<fieldText>Deal Name</fieldText>
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<fieldType>InputField</fieldType>
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<isRequired>true</isRequired>
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</fields>
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<showFooter>true</showFooter>
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<showHeader>true</showHeader>
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</screens>
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<recordCreates>
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<name>Create_Deal_Record</name>
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<label>Create Deal Record</label>
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<locationX>176</locationX>
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<locationY>350</locationY>
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<inputAssignments>
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<field>Name</field>
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<value>
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<elementReference>DealName</elementReference>
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</value>
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</inputAssignments>
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<object>Deal__c</object>
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<storeOutputAutomatically>true</storeOutputAutomatically>
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</recordCreates>
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</Flow>
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@@ -60,5 +60,5 @@
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<recordTriggerType>Create</recordTriggerType>
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<triggerType>RecordAfterSave</triggerType>
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</start>
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<status>Draft</status>
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<status>Active</status>
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</Flow>
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@@ -60,5 +60,5 @@
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<recordTriggerType>Create</recordTriggerType>
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<triggerType>RecordAfterSave</triggerType>
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</start>
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<status>Draft</status>
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<status>Active</status>
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</Flow>
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@@ -0,0 +1,166 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<Flow xmlns="http://soap.sforce.com/2006/04/metadata">
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<apiVersion>59.0</apiVersion>
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<description>Scheduled flow that identifies policies expiring within 30 days and creates reminder tasks for agents</description>
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<interviewLabel>Policy Renewal Reminder {!$Flow.CurrentDateTime}</interviewLabel>
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<label>Policy Renewal Reminder</label>
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<processMetadataValues>
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<name>BuilderType</name>
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<value>
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<stringValue>LightningFlowBuilder</stringValue>
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</value>
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</processMetadataValues>
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<processType>AutoLaunchedFlow</processType>
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<runInMode>DefaultMode</runInMode>
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<start>
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<locationX>50</locationX>
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<locationY>0</locationY>
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<connector>
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<targetReference>Get_Expiring_Policies</targetReference>
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</connector>
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<schedule>
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<frequency>Daily</frequency>
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<startDate>2024-01-01</startDate>
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<startTime>08:00:00.000Z</startTime>
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</schedule>
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<triggerType>Scheduled</triggerType>
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</start>
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<status>Draft</status>
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<!-- Variable for Collection of Policies -->
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<variables>
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<name>varExpiringPolicies</name>
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<dataType>SObject</dataType>
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<isCollection>true</isCollection>
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<isInput>false</isInput>
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<isOutput>false</isOutput>
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<objectType>Policy__c</objectType>
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</variables>
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<!-- Variable for Single Policy in Loop -->
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<variables>
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<name>varCurrentPolicy</name>
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<dataType>SObject</dataType>
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<isCollection>false</isCollection>
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<isInput>false</isInput>
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<isOutput>false</isOutput>
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<objectType>Policy__c</objectType>
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</variables>
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<!-- Formula for 30 Days from Now -->
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<formulas>
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<name>ThirtyDaysFromNow</name>
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<dataType>Date</dataType>
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<expression>{!$Flow.CurrentDate} + 30</expression>
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</formulas>
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<!-- Get Expiring Policies -->
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<recordLookups>
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<name>Get_Expiring_Policies</name>
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<label>Get Expiring Policies</label>
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<locationX>176</locationX>
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<locationY>134</locationY>
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<assignNullValuesIfNoRecordsFound>false</assignNullValuesIfNoRecordsFound>
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<connector>
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<targetReference>Loop_Through_Policies</targetReference>
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</connector>
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<filterLogic>and</filterLogic>
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<filters>
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<field>Expiration_Date__c</field>
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<operator>LessThanOrEqualTo</operator>
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<value>
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<elementReference>ThirtyDaysFromNow</elementReference>
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</value>
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</filters>
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<filters>
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<field>Expiration_Date__c</field>
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<operator>GreaterThanOrEqualTo</operator>
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<value>
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<elementReference>$Flow.CurrentDate</elementReference>
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</value>
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</filters>
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<filters>
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<field>Status__c</field>
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<operator>EqualTo</operator>
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<value>
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<stringValue>Active</stringValue>
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</value>
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</filters>
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<object>Policy__c</object>
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<outputReference>varExpiringPolicies</outputReference>
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<queriedFields>Id</queriedFields>
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<queriedFields>Name</queriedFields>
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<queriedFields>Agent__c</queriedFields>
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<queriedFields>Client__c</queriedFields>
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<queriedFields>Expiration_Date__c</queriedFields>
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<queriedFields>Premium__c</queriedFields>
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</recordLookups>
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<!-- Loop Through Policies -->
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<loops>
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<name>Loop_Through_Policies</name>
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<label>Loop Through Policies</label>
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<locationX>176</locationX>
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<locationY>242</locationY>
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<collectionReference>varExpiringPolicies</collectionReference>
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<iterationOrder>Asc</iterationOrder>
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<nextValueConnector>
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<targetReference>Create_Renewal_Task</targetReference>
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</nextValueConnector>
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<noMoreValuesConnector>
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<targetReference>End_Flow</targetReference>
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</noMoreValuesConnector>
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</loops>
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<!-- Create Renewal Task -->
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<recordCreates>
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<name>Create_Renewal_Task</name>
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<label>Create Renewal Task</label>
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<locationX>264</locationX>
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<locationY>350</locationY>
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<connector>
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<targetReference>Loop_Through_Policies</targetReference>
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</connector>
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<inputAssignments>
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<field>Subject</field>
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<value>
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<stringValue>Policy Renewal Reminder: Review expiring policy</stringValue>
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</value>
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</inputAssignments>
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<inputAssignments>
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<field>Status</field>
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<value>
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<stringValue>Not Started</stringValue>
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</value>
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</inputAssignments>
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<inputAssignments>
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<field>Priority</field>
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<value>
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<stringValue>High</stringValue>
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</value>
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</inputAssignments>
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<inputAssignments>
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<field>OwnerId</field>
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<value>
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<elementReference>$User.Id</elementReference>
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</value>
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</inputAssignments>
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<object>Task</object>
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<storeOutputAutomatically>true</storeOutputAutomatically>
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</recordCreates>
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<!-- End Flow -->
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<assignments>
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<name>End_Flow</name>
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<label>End Flow</label>
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<locationX>50</locationX>
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<locationY>350</locationY>
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<assignmentItems>
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<assignToReference>varCurrentPolicy</assignToReference>
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<operator>Assign</operator>
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<value>
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<elementReference>varCurrentPolicy</elementReference>
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</value>
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</assignmentItems>
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</assignments>
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</Flow>
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Reference in New Issue
Block a user