How to use Loop, Assignment, Decision, Email Action in salesforce Flow| Salesforce Flow | Salesforce

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  • เผยแพร่เมื่อ 21 ต.ค. 2024

ความคิดเห็น • 4

  • @AS-sp8cj
    @AS-sp8cj 3 ปีที่แล้ว +1

    Hello, thanks for your videos!! in 3:31 i don't understand why did you filter contact records by id and then select record contact id? i'm a beginner :) ty

    • @SalesforceHacks
      @SalesforceHacks  3 ปีที่แล้ว +2

      In this case Contracts and Contract contacts are different object and it is related with Lookup relationship. I am trying to fetch all the contract contacts associated with that contract record. For ex.. Lets say i have contract record "ABC", In that record i have contacts A1, A2 & A3. That particular condition will fetch A1, A2, A3. Then this flow will trigger the notification to only active contacts. I am performing the checks by using the Loop, decision and Assignment element. Let me know if you have any other questions.

    • @AS-sp8cj
      @AS-sp8cj 3 ปีที่แล้ว

      @@SalesforceHacks oh okay. I'm trying to design a flow that will send alert email to every customer that have 3 opportunities closed won... in this case, i use person account, do I have to start with the object account and then do the same as you did but with contact?

    • @SalesforceHacks
      @SalesforceHacks  3 ปีที่แล้ว +1

      @@AS-sp8cj Yes, you can do. But i am not sure how you are going to fetch only customers who have 3 opportunities closed won. Flow can fetch the records were close won, but i haven't tried with this condition before.