Schedule-Triggered flow Example:
Get Accounts which are now 30 days before the expiration date and based on that lets send email to the Account Creator (for example).
Steps:
1. Create a formula field in Account –
Suppose we have a field –
Now the formula field with return type checkbox -
2. Create Email Template and Email Alert –
e.g.
Template -
Email Alert to be used in flow, here in email alert we have used the above template –
3. Let’s create the scheduled triggered flow:
a.
b.
Set Schedule
c.
Get the Account(s) meeting the criteria -
d. Use Action element –
To select the Alert we created above - we need to start typing the alert name, search, and select
e. link them to complete the flow-
f. Save the flow
4. Configure Org-Wide Email Address –
Add and Save
5. Go to Process Automation Setting and fill up the Automated Process Email Address-
6. Activate the Flow and test the same.
Let me know if any questions
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