Feel free to leave a comment if you have any questions and/or make a suggestion on what kind of video you would like to see next. Previous Video: th-cam.com/video/lmk8W_U-qRw/w-d-xo.html&lc=UgyRxth4I7ZDwEF7sfN4AaABAg
Chris, your videos are so good and I'm learning so much with you, despite having difficulties with the english (it isn't so good, i speak Portuguese). But thank you for the content!
@@ChrisMarquez I don't have much knowledge with APEX, despite having studied (in a very introductory way) some languages such as javascript and python. It would be interesting to have a "trail" where I can learn more about the powerful Apex and Visual Force. Where I work there is also a lot of demand for integrations between systems, especially integrations via API and Webhook. Do you have any content for a beginner? The only knowledge I have with API integrations is with Bubble, which makes it much easier for the developer.
I do have some playlists that might be helpful. Going through the Salesforce Trailhead modules for Apex and Visualforce might also be helpful. Visualforce Playlist: th-cam.com/play/PLL3Iw8hs1QkpMuoJ_W4QrqOG22g851ulD.html Async Apex Playlist: th-cam.com/play/PLL3Iw8hs1QkpB-tovbAjxpjRxrRuWXxTT.html Web Services Playlist: th-cam.com/play/PLL3Iw8hs1Qkq5-feSfNvYUytNe6pl1OEV.html
How can we include attachments in an email sent through the flow? If there are attachments on the Lead or opportunity, how can we add them? While I understand Flow has limitations, can we use Apex to achieve this? For instance, for all events created under account, contact, or opportunity, we could dynamically attach files and send emails using email templates created within the flow.
I'll make a video on this after investigating further but here are some quick thoughts: You might be able to create an invocable method in apex that retrieves the attachment that should be sent along with the email. The apex method could also send the email as well. In that scenario, the flow acts as the starting point and utilizes apex to do the actual work.
@@ChrisMarquez I have the existing flow where it sends out an email and the email template is setup within the flow. Now I want to include to check on each events and interactions if there is an attachment to include the attachment which i will need apex to get the attachment and the flow will trigger the email, one with attachment and another one without attachment. I hope this make sense.
Feel free to leave a comment if you have any questions and/or make a suggestion on what kind of video you would like to see next.
Previous Video: th-cam.com/video/lmk8W_U-qRw/w-d-xo.html&lc=UgyRxth4I7ZDwEF7sfN4AaABAg
Chris, your videos are so good and I'm learning so much with you, despite having difficulties with the english (it isn't so good, i speak Portuguese). But thank you for the content!
I appreciate the kind words. Let me know if there are any specific topics you want me to make videos on!
@@ChrisMarquez I don't have much knowledge with APEX, despite having studied (in a very introductory way) some languages such as javascript and python. It would be interesting to have a "trail" where I can learn more about the powerful Apex and Visual Force.
Where I work there is also a lot of demand for integrations between systems, especially integrations via API and Webhook. Do you have any content for a beginner? The only knowledge I have with API integrations is with Bubble, which makes it much easier for the developer.
I do have some playlists that might be helpful. Going through the Salesforce Trailhead modules for Apex and Visualforce might also be helpful.
Visualforce Playlist: th-cam.com/play/PLL3Iw8hs1QkpMuoJ_W4QrqOG22g851ulD.html
Async Apex Playlist: th-cam.com/play/PLL3Iw8hs1QkpB-tovbAjxpjRxrRuWXxTT.html
Web Services Playlist: th-cam.com/play/PLL3Iw8hs1Qkq5-feSfNvYUytNe6pl1OEV.html
@@ChrisMarquez Thank you, man. I'll start watching now
How can we include attachments in an email sent through the flow? If there are attachments on the Lead or opportunity, how can we add them? While I understand Flow has limitations, can we use Apex to achieve this? For instance, for all events created under account, contact, or opportunity, we could dynamically attach files and send emails using email templates created within the flow.
I'll make a video on this after investigating further but here are some quick thoughts:
You might be able to create an invocable method in apex that retrieves the attachment that should be sent along with the email. The apex method could also send the email as well. In that scenario, the flow acts as the starting point and utilizes apex to do the actual work.
@@ChrisMarquez I have the existing flow where it sends out an email and the email template is setup within the flow. Now I want to include to check on each events and interactions if there is an attachment to include the attachment which i will need apex to get the attachment and the flow will trigger the email, one with attachment and another one without attachment. I hope this make sense.
Thanks for the additional info. I will look into this and will make a video on this soon.