Salesforce Lead Tracker

A Salesforce DX project that automatically reminds lead owners to follow up with their leads. Set a Follow-up Date on a Lead, and on that day the owner gets a bell + mobile notification with the lead's details.

How it works

1. A custom date field Follow-up Date (Follow_up__c) is added to the Lead object.
2. A Scheduled Flow (WORKING_FLOW) runs daily and:
   • finds all Leads where Follow_up__c = today
   • looks up the Lead Owner
   • sends a Custom Notification (Lead Follow-Up Reminder, desktop + mobile) to the owner with the lead's name, email, company and status
3. Tapping the notification opens the Lead record.

Metadata included

Type	Name
Custom Field	Lead.Follow_up__c (Date)
Custom Notification Type	Lead_Follow_Up_Reminder
Flow (Scheduled, Autolaunched)	WORKING_FLOW

Tech

Salesforce Flow Builder · Custom Notifications · Salesforce DX (API v67.0)

Setup

Prerequisites: Salesforce CLI, VS Code with Salesforce Extension Pack, a Developer Edition org.

git clone https://github.com/Devadathan-dev/salesforce-lead-tracker.git
cd salesforce-lead-tracker

# log in to your org
sf org login web --alias myorg

# deploy
sf project deploy start --source-dir force-app --target-org myorg

After deploying:

1. Add Follow-up Date to the Lead page layout (Setup → Object Manager → Lead → Page Layouts).
2. Make sure the flow is Active (Setup → Flows). Adjust the schedule/run time if needed.
3. Create a Lead, set Follow-up Date to today, and wait for the scheduled run (or debug the flow from Flow Builder).

Screenshots

Flow overview

Flow (start, lookups, loop)

Flow (loop actions)

Lead list with Follow-up Date field

Notification received by lead owner

Project structure

force-app/main/default/
├── flows/                 # WORKING_FLOW (scheduled reminder flow)
├── notificationtypes/     # Lead Follow-Up Reminder
└── objects/Lead/fields/   # Follow_up__c
manifest/package.xml       # alternative deploy manifest
config/                    # scratch org definition

Author

Devadathan Namboothiri P — GitHub · LinkedIn

License

MIT — see LICENSE.