Record Triggered Flow Example

Record Triggered Flow Example:

Scenario:

There are 2 objects Account and Candidate

If field1__c of Candidate object is 'XYZ', send an email (existing email alert) to the Account Owner field.

Solution:

1. Create a record triggered flow on Candidate object (on create and update)

Add a formula resource returning Boolean type:

OR(

ISNEW(), 

ISCHANGED({!Record.Name})

)

2. Drag the decision box:

Here check if the above formula returns true ($Global.ConstantTrue)

3. If Yes (from 2. Decision),

Get record on Account (choose to retrieve the 1st one and all the fields)

filter criteria to get the record:

• Account > Name - Equals - {!Record.[Account Lookup field on Candidate object]}
• field1__c - equals - XYZ

4. Add another decision after this get record:

GetRecord >Id - Is Null - $Global.ConstantFalse

5. Drag and Drop the Action element.From the dropdown(2nd one) select Email Alert, copy paste the email alert name already created. It will reflect the email alert created. Below select the {!Record.Id}.

6. Connect all of these, Save and Debug if required. Activate.