Wrapping up the example

Throughout our learning, we've put in place our requirements for the Opportunity automation, reported as follows. When an Opportunity record is closed and won, it must do the following:

1. Create a new advertisement record with the details coming from the Opportunity record and related objects (create a record action).

2. Update the Account record if the deal amount is greater than $1 million, setting the Rating field to Hot and all related open cases should be set to High priority (update records actions).

3. Create a Chatter notification on the Opportunity record to recap the closure (post to chatter action).

4. Send a custom notification to the CEO user notifying them of a closed opportunity only if the amount is greater than $1 million (Post to chatter Action).

5. Send an email notification to the owner of the opportunity 7 days after the execution date to check whether the Advertisement has been activated (only if it is a big deal, that is...