FLOW: Auto-set "Upsell" on Account to "NO" when There's an Open Case

Several times in my B2B SaaS career on Go To Market teams I've witnessed Customer Success Managers disappointed with Account Executives who contact clients with upsell proposals while the customer actually has an open case and is unhappy. How can this be prevented? Salesforce flow comes to rescue! Simply use automation to set the value of the "Upsell" field on the Account object to "No" whenever there's a Case opened. Let me show you how easy it is in just a few simple steps!

Flow Scenario: Auto-set Upsell on Account to "No" if there's a Case Opened

Go here: Setup menu / Flows / New Flow

Choose this: Record-Triggered Flow

Select object: Case

When to trigger this flow: when a Case record is created?

Entry conditions: none

Optimize the flow for Actions and Related Records because we want to run the flow AFTER the case record is saved

Click: done

Configure your “Update Records” element like this ???

Select: Specify conditions to identify records, and set fields individually

Which Salesforce object will creating a Case cause to update? Account

Update Records of This Object Type: Account object

What kind of Account will this flow be updating? The one where Account ID matches this case that was created.

Filter Account Records: Case ID equals this case’s Account ID

What kind of field will this flow be updating on that account? The Upsell field needs to be set to NO

Click done, then save and activate your new flow

Name it “Update Account to No Upsell RT after Save”

Now, go to your Sales App and go to an account that's your current customer (closed won opportunity happened in the past). Your "Upsell" field will be empty. Create a test case, save it, and see instantly your "Upsell" field is set to the "No" picklist value. Happy flowing ??