Record Triggered Flow to send email to the Account Owner | Record Triggered Flows Scenario 5
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- Опубликовано: 30 сен 2024
- In this video, I'm working on a scenario where I need to create a Record-Triggered flow that automatically notifies an account owner when Closed-Lost Opportunities are deleted.
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How to check whether the opportunity stage is not changed for two days?
Let's say a scenario in which I want to send email to account team then in email action what email adress I need to add ....(In this case it is record.account.owner.email)
No you need to prepare a collection with all the members and make sure the collection doesn't exceed 5 recipients
Okay thank you..
Brother please upload video of build your personal portfolio on sales force (clean up and publish your site)
Is this for Account owners or participants ?
Do you have one that shows how to send an email to the opportunity team?
Ur work is appreciatable😌
Thank you :)
My friend good day.i want to know how can i send email using the org wide address for survey.when case is closed.hope you can help me on this one.thank you
you need to utilise the last 2 option in your send email action for that attached the official help article in comment - help.salesforce.com/s/articleView?id=sf.flow_ref_elements_actions_sendemail.htm&language=en_US&type=5
Hi , I have a functionality where I can create New Opportunity from CASE. I want to Notify CASE OWNER when the Opportunity created from case is CLOSED WON/LOST.
Please share your detailed scenario to contact@cloudpadhle.com
@@salesforcegeek sent
Hi man, thanks for the video. How do i update the email body?
In the left side of the flow builder you will get resource Manager button you need to click on it and then edit the body variable.
Hi, I need your help. We create one custom check box field in contact object. When we create new contact record that check box will be selected and we create one more new contact record that existing check box will be deselected and new one check box field is selected. How we can achieve this task using flows.
You mean like wheb you create a contact with selected checkbox you need to create an another contact with checkbox as deselected right and any other information like what are the field values of the new contact?
@@salesforcegeek This is my task. Apart from that information I don't have any other field information. How we can do this task using records triggered flow?
Great Job explaining this with ease it would be awesome if you did another video showing how to test it
Sure will do thank you 😊
Osum 🤩
🧲♥️
This is a huge help, many thanks
Thank you 😊
Nice
Thanks
Hello, Thanks so much I used your video to create my flow and it works great but the email that is sent has this stuff in it " Finance Team,Please note that......" Can you advise on how to get it in text only?
Make sure in your send email action there is a parameter called Rich-Text Formatted Body you need to type TRUE over there and select Global Constant True
@@salesforcegeek Thank you!