Record Triggered Flow to send email to the Account Owner | Record Triggered Flows Scenario 5

Поделиться
HTML-код
  • 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.
    🧵 Need Help with your Salesforce Flow Scenarios Book a 1:1 call with me 🔗 topmate.io/aka...
    🧵 Need Salesforce Carrer Guidance
    🔗 topmate.io/aka...
    🧵 Roadmap to Learn Salesforce Admin and Development
    🔗 topmate.io/aka...
    🧵 Salesforce Admin mini Project (Only for Beginners) -
    🔗 topmate.io/aka...
    🧵Salesforce Apex Development Book: amzn.to/3dHMg98
    🧵For Salesforce Training & Business Enquiry:
    🔗 shubhambhardwajsf@gmail.com
    ✨GEARS I USED FOR MY RUclips CHANNEL:
    🧵Laptop: 🔗 amzn.to/3HNCelH
    🧵Mic: 🔗 amzn.to/3DXWXlO
    🧵Mobile Tripod: 🔗 amzn.to/2Trcm6A
    🧵Shoot Tripod: 🔗 amzn.to/3opV089
    🧵Mobile: 🔗 amzn.to/3RQzitp
    🧵Camera: 🔗 amzn.to/3ljNKh3
    🧵Video Editor: IMovie
    ✨Connect with me
    🧵Instagram: 🔗 / akashubhambhardwaj
    🧵Twitter: 🔗 / digitalbhardwaj
    🧵Telegram: 🔗 bit.ly/salesfo...
    🧵Website: 🔗 salesforcegeek.in
    🧵LinkedIn: 🔗 / digitalbhardwaj
    🧵Trailhead: 🔗 trailblazer.me...
    ✨Everyone starts from zero, so let me know how can I improve my content.
    ✨All suggestions are appreciated. - 📌 shubhambhardwajsf@gmail.com
    ✨Keep Learning Keep Trailblazing and don't forget to enjoy life.

Комментарии • 30

  • @VishnuKumar-vn2ej
    @VishnuKumar-vn2ej Год назад

    How to check whether the opportunity stage is not changed for two days?

  • @dikshaahuja0
    @dikshaahuja0 5 месяцев назад

    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)

    • @salesforcegeek
      @salesforcegeek  5 месяцев назад

      No you need to prepare a collection with all the members and make sure the collection doesn't exceed 5 recipients

    • @dikshaahuja0
      @dikshaahuja0 5 месяцев назад

      Okay thank you..

  • @kpr2369
    @kpr2369 2 года назад

    Brother please upload video of build your personal portfolio on sales force (clean up and publish your site)

  • @deo700
    @deo700 Год назад

    Is this for Account owners or participants ?

  • @donnaguimond291
    @donnaguimond291 Год назад

    Do you have one that shows how to send an email to the opportunity team?

  • @truptichaudhary9307
    @truptichaudhary9307 2 года назад +1

    Ur work is appreciatable😌

  • @rafaelricablanca7645
    @rafaelricablanca7645 Год назад

    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

    • @salesforcegeek
      @salesforcegeek  Год назад

      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

  • @ankitsingh-gj4hq
    @ankitsingh-gj4hq Год назад

    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.

  • @flight8885
    @flight8885 Год назад

    Hi man, thanks for the video. How do i update the email body?

    • @salesforcegeek
      @salesforcegeek  Год назад +1

      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.

  • @vineshkhanna3160
    @vineshkhanna3160 2 года назад

    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.

    • @salesforcegeek
      @salesforcegeek  2 года назад

      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?

    • @vineshkhanna3160
      @vineshkhanna3160 2 года назад

      @@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?

  • @user-zs8no1gi1w
    @user-zs8no1gi1w 2 года назад

    Great Job explaining this with ease it would be awesome if you did another video showing how to test it

  • @Shivang_tomar_
    @Shivang_tomar_ 2 года назад

    Osum 🤩

  • @chriswalters6800
    @chriswalters6800 Год назад

    This is a huge help, many thanks

  • @thirumalareddy9822
    @thirumalareddy9822 2 года назад

    Nice

  • @JanelleSimon
    @JanelleSimon Год назад

    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?

    • @salesforcegeek
      @salesforcegeek  Год назад +1

      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

    • @JanelleSimon
      @JanelleSimon Год назад

      @@salesforcegeek Thank you!