Hello, thank you for this video. Could you help me? I'm trying to send an email alert, but what do I have to select on SET INPUT VALUES: Record id? This email is for those who have 3+ opportunities closed won, the flow is scheduled every day and we need to send it for all those who have 3,6,9,etc opportunities. Thank you
In your case, you have to use get records to fetch all the opportunities by owner (you haven't mentioned the condition, I am assuming by owner who has more than three opp). Then you need to use loop to trigger the notification for all the records. Please refer this video to set input as Record id and by that record id, how to trigger the email notification by loop: th-cam.com/video/yrakHP5ZDz8/w-d-xo.html
Can you please tell me, what if the contact email field value is null. I have a scenario where I have to send and email to contact when a new case is created of a certain record type. I am trying to use entry condition for this but Case.ContactId.Email != null then it's not send the email as case is getting email field after save. Can you help me with this .
Hello! How can you send an email to 2 recipients? I have to send an email to the record email address as well as the record owner email address. Thanks!
Please try to add another email action to trigger notification to the owner after your first email action is completed. Basically create two email action blocks and connect one after another. Please try this and let me know
Hi My client requirements is send auto response email through flow and this send email should be shown in activity as well.I am able to send email through flow.But I am stuck to update activity.how it work? Thank you
Hi, Can you try to add another action to add activity after your send email action. In that way, activity will be added only if the email is sent successfully. Let me know if you have any questions.
Hello, Are you trying to send a report attachment from flow or you just want to send the email notification with the attachment. If you are trying from flow then I am not sure we have that option to do it. But from last year, salesforce enabled the option to subscribe to the reports with the attachments. Please check out this video th-cam.com/video/2_bDw_xV5dg/w-d-xo.html from 1:30
Can you try Record prior function in the flow to send email when account owner changed? Please refer this video: th-cam.com/video/bWrG20iPji8/w-d-xo.html I have used option record prior for different requirement, you can use the same for your requirement.
Please refer to this video. I have added the create record to have a copy of the email in the activity section of that record. th-cam.com/video/uYDRSIWodpo/w-d-xo.html
How can I send mass email from flow. Example Account contain 5 contact,now whenever account update all 5 contact should receive email. This needs to be done by flow.
@@SalesforceHacks I am working on a request to have the option to select email recipient by way of a checkbox on a screen. Situation, when a particular status is updated/edited then the send email option appears by way of a screen allowing me to choose who gets the email. The email source is VF template.
@@poztivchica, Please try to add the condition to look for the checkbox that is enabled and the status, then add Action to send the email. I am not sure that we can add the VF email template as a source but you can create the same email alert and add that to your action.
@@SalesforceHacks Thank you for a response. I am extremely new to flow and would need a bit more step by step assistance. I do think a video on this would prove very helpful. Thank you.
Hello, thank you for this video. Could you help me?
I'm trying to send an email alert, but what do I have to select on SET INPUT VALUES: Record id?
This email is for those who have 3+ opportunities closed won, the flow is scheduled every day and we need to send it for all those who have 3,6,9,etc opportunities. Thank you
In your case, you have to use get records to fetch all the opportunities by owner (you haven't mentioned the condition, I am assuming by owner who has more than three opp). Then you need to use loop to trigger the notification for all the records.
Please refer this video to set input as Record id and by that record id, how to trigger the email notification by loop:
th-cam.com/video/yrakHP5ZDz8/w-d-xo.html
@@SalesforceHacks thank you!!!
THANK YOU SO MUCH FOR THIS
Can you please tell me, what if the contact email field value is null. I have a scenario where I have to send and email to contact when a new case is created of a certain record type.
I am trying to use entry condition for this but Case.ContactId.Email != null then it's not send the email as case is getting email field after save.
Can you help me with this .
Hi Sir!
What if we have to send the same notification to a different email address from a set of e-mail address based on some field.
can you help me when case status is open then we have to send the email reminder to the user ever 3 days
Please create a flow with Scheduled paths and configure your condition
Hello! How can you send an email to 2 recipients? I have to send an email to the record email address as well as the record owner email address. Thanks!
Please try to add another email action to trigger notification to the owner after your first email action is completed. Basically create two email action blocks and connect one after another. Please try this and let me know
@@SalesforceHacks Thanks! That worked for me!
How can we use outbound message and send emails with attachments and conga template
Hi
My client requirements is send auto response email through flow and this send email should be shown in activity as well.I am able to send email through flow.But I am stuck to update activity.how it work?
Thank you
Hi, Can you try to add another action to add activity after your send email action. In that way, activity will be added only if the email is sent successfully. Let me know if you have any questions.
@@SalesforceHacks hi
I am able to add task,log a call but not activity.could you guide me plz?
Thank you
Thank you
@Salesforce Hacks - I am trying to send Opportunity report as attachment in email, how can this be achieved.. Request your advice
Hello, Are you trying to send a report attachment from flow or you just want to send the email notification with the attachment. If you are trying from flow then I am not sure we have that option to do it. But from last year, salesforce enabled the option to subscribe to the reports with the attachments. Please check out this video th-cam.com/video/2_bDw_xV5dg/w-d-xo.html from 1:30
good job
Thank you!!
how to send email to new and previous account owner using flows
Can you try Record prior function in the flow to send email when account owner changed?
Please refer this video: th-cam.com/video/bWrG20iPji8/w-d-xo.html
I have used option record prior for different requirement, you can use the same for your requirement.
How can add users to CC here
Hi sir, I followed the steps you mentioned in the video but email is triggering
Do you mean it’s not triggering the email?
How to add the copy of email in case under email section in case
Please refer to this video. I have added the create record to have a copy of the email in the activity section of that record.
th-cam.com/video/uYDRSIWodpo/w-d-xo.html
Sir email didnt came, my requirement is when rating is 5 , it should send the email
Is your rating field a formula field? The record trigger event will not consider this as a change if you are using the formula field
@@SalesforceHacks no it's picklist field sir
@@user-qx4sk3ud6n Could you please share the screenshots of your flow with me? ssmarttrails@gmail.com
How can I send mass email from flow. Example Account contain 5 contact,now whenever account update all 5 contact should receive email. This needs to be done by flow.
I am so sorry Vipeen! I missed your comment. I hope you found the solution. Let me know if i you have any other questions.
@@SalesforceHacks I am working on a request to have the option to select email recipient by way of a checkbox on a screen. Situation, when a particular status is updated/edited then the send email option appears by way of a screen allowing me to choose who gets the email. The email source is VF template.
@@poztivchica,
Please try to add the condition to look for the checkbox that is enabled and the status, then add Action to send the email. I am not sure that we can add the VF email template as a source but you can create the same email alert and add that to your action.
@@SalesforceHacks Thank you for a response. I am extremely new to flow and would need a bit more step by step assistance. I do think a video on this would prove very helpful. Thank you.
@@poztivchica I will try to do a video soon.