Salesforce Lead Routing Flow and Pipeline Dashboard for a Fintech

Salesforce comes up in a lot of the contract roles I look at, so I wanted to show how I'd keep good leads from going cold. I built this for Northvane Pay, a fictional small-business payments company. The core is a record-triggered flow on the Lead object in Flow Builder. When a lead comes in with annual revenue of 1M or more, or from the Finance industry, the flow rates it Hot and creates a task to call within 1 business day. Leads that come in from the Web get rated Warm and get a task to send an intro email. I also added a scheduled path that runs two days later. If the lead still hasn't been contacted by then, it escalates so it doesn't just sit there. One thing I made sure of was the entry condition. The flow updates the lead it runs on, so without the right condition it would keep triggering itself. I set it up so it only runs when it actually needs to. To test it, I loaded 8 sample leads with different revenue, industry and source values and checked that each one got the right rating and task. Last, I built a report and dashboard that group leads by rating and source, so a sales manager can see at a glance where the hot leads are coming from.