Schedule Triggered Flow to send multiple Rich Text Email on Opportunity update using Flow #inSalesforce

on

Schedule Triggered Flow to send multiple Rich Text Email on Opportunity update using Flow #inSalesforce


Create a scheduled trigger flow, set date and frequency as per need


GET RCEORD ELEMENT:

getOppty, object - Opportunity, criteria - stageName = 'Closed Won'

all records


LOOP ELEMENT:

loopThrough the collection variable - getOppty


ACTION ELEMENT :

Send Email

Send a rich text email saying like loopThrough.Oppty is Closed Won

Make sure rich text is set to true


Connect the loop and send email


Connect all the elements, Save and Activate the Flow


Test it


Note: You can set the Automated Process User Email Address before testing. The above is just an example, add filter criteria as per need and optimize the same.


Visual: https://www.youtube.com/watch?v=vThHlVpbhBw















                                        

                                       

Comments

Post a Comment