Weekly Key Account Health Dashboard Email

Overview

This flow runs on a weekly schedule (every Monday at 8:00 AM ET), queries Salesforce for key accounts filtered by account tier, builds a styled HTML dashboard table showing account health metrics, and emails it to sales leadership. It demonstrates the Salesforce GetItems_table_account connector action with OData filtering, HTML email composition via Select + Compose, and environment variable-driven configuration.

Use Case

Sales leaders need a recurring, at-a-glance view of their most important accounts without logging into Salesforce. This flow delivers a formatted dashboard email every Monday morning showing account name, annual revenue, employee count, last activity date, and industry — sorted by revenue descending. The account tier filter and recipient list are fully configurable via environment variables.

Flow Architecture

Environment Variables

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.

Change recipient(s)

Update the flowlibs_SalesLeadershipEmail environment variable. Supports semicolon-separated addresses for multiple recipients.

Filter different account types

Update flowlibs_AccountTierFilter to match your Salesforce Account Type picklist values (e.g., Customer - Channel, Partner, Prospect).

Adjust account count

Update flowlibs_KeyAccountTopCount to show more or fewer accounts.

Change schedule

Edit the trigger recurrence in the designer — change weekDays, hours, or frequency.

Add more columns

Edit the Select action's HTML template to include additional Salesforce Account fields (e.g., Owner.Name, BillingState, Rating).

Authorize connections

On first use, open the flow in the designer and authorize both the Salesforce and Office 365 Outlook connections.

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.

Type eq '@{variables('varAccountTierFilter')}'

@int(variables('varKeyAccountTopCount'))

@{if(equals(item()?['AnnualRevenue'],null),'N/A',formatNumber(item()?['AnnualRevenue'],'C0'))}

replace(replace(replace(string(body('Select_Account_HTML_Rows')), '\"', ''), '[', ''), ']', '')

utcNow('yyyy-MM-dd')