Send Email in Flow (using the new Send Email Action like log email on send, provide template ID etc.) #inSalesforce

Send Email in Flow (using the new Send Email Action like log email on send, provide template ID etc.) #inSalesforce

Scenario: Send an email when the allowed contact limit exceeds on Account

Prerequisite:

ContactLimit field on Contact


Create a record-triggered flow

Object: Contact, On Create and update

Criteria: Account does not equals false

Action and Related Records


GET:

getAllRelatedContacts

Object: Contact

Criteria: Account equals Record.Account

All, ..


Decision:

Isnullfalse

ISNOTNull: getAllRelatedContacts isnull false

ISNUll: END


ISNOTNull:

Assignment of number of Contacts

Variable - Counter (Number),0 decimal

Equals Count getAllRelatedContacts


Decision:

ContactLimitExceeded:

No: 

Counter < record.Account.ContactLimit

Yes:



Send Email Action

Provide Label

Body: Text Template

The account {record.account.name} related contact limit exceeded

Recipient Address list:

record.account.owner.email

Related Record id: record.account

Log Email on Send: True

Rich text: True

Subject: Limit Exceeded on Contacts allowed on Account


Save, Debug and Activate. Test it


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