Notify customer success when install date changes on records

Install dates on onboarding issues can change without notice, leaving coordinators unaware. The workflow alerts customer success and implementation teams so handoffs are rescheduled same day.

Overview

When install dates shift late in the onboarding process, coordinators miss handoffs and launches slip. This flow delivers immediate, contextual alerts to customer success and implementation teams so handoffs are adjusted same day and transfers aren't missed.