New Account Welcome Kit Trigger

Overview

This scheduled flow detects newly created Salesforce Accounts (created in the last 24 hours), creates an onboarding task set in Microsoft Planner for the account team, and sends a welcome email template to the account owner. The flow runs daily to ensure no new accounts slip through the onboarding process.

Use Case

Sales teams onboard new accounts through a series of standardized steps — account setup, contact mapping, product briefing, security review, etc. Manual task assignment via email is slow and error-prone. This flow automates task creation in Planner, ensuring every new account gets the full onboarding sequence and the account owner gets a welcome notification instantly.

The flow is ideal for teams that:

• Automatic daily detection of new Salesforce Accounts
• Planner task creation for standardized onboarding checklist
• Welcome email to account owner with next steps
• Fully env-var-driven — no flow edits to change task templates or recipients
• Audit trail in Planner and email — full onboarding visibility

Flow Architecture

Connectors & Connections

Note — All connections are referenced as solution connection references; the flow is portable between environments as long as a connection is mapped at import time.

Customization Guide

Almost every realistic variant of this flow can be implemented by changing environment variable values. A few cases require small edits inside the flow definition — those are called out explicitly below.

Deploying to another environment

Import the solution, create a Planner plan for account onboarding with a bucket named 'New Accounts' (or customize the CreateTask action to use your bucket), update the Planner group/plan references in CreateTask, customize the welcome email template in SendEmailV2, bind the three connection references (Salesforce, Planner, Outlook), and turn the flow on.

Change the detection window

Modify the Salesforce GetRecords filter to look back more or less than 24 hours (e.g., last 48 hours for weekly runs).

Add multiple onboarding tasks

Loop through a Planner task template table (Dataverse) and create one task per template for each new account.

Assign to specific team member

Replace the account owner assignment with a round-robin assignment from a Dataverse team list.

Post to Teams instead of email

Add a Teams PostMessageToConversation action after the email to notify the account team in Teams.

Add a secondary approval

Chain an Approvals action to require manager sign-off before the onboarding email is sent.

Key Expressions

The flow is intentionally light on Power Fx / WDL gymnastics — the heaviest expressions are the branch-name concatenation and the approval outcome check. They are listed below in the order they appear in the flow.

@items('For_Each_New_Account')?['Owner']?['Email']

@concat('https://', variables('varSalesforceInstance'), '.salesforce.com/', items('For_Each_New_Account')?['Id'])