Log an Email on Related Record (Used Related Record ID & Recipient Address List) in record triggered flow #inSalesforce
Log an Email on Related Record (Used Related Record ID & Recipient Address List) in record triggered flow #inSalesforce
When Oppty Stage is updated to Closed Won, Send an email to Contact Role in Opportunity
Create a record-triggered flow | Opportunity | Criteria: Stage equals Closed Won | Only when ... selected | Action and Related Records
GET:
getContactRoles
Opportunity Contact Role
Criteria: OpportunityId equals record.id
Only the first
DECISION:
Contact Role Exists or Not?
Yes: getContactRoles isnull False
No: End
Yes: Continue
Send Email Action:
Body: Text Template | emailBody | Hi getContactRole.FirstName
getContactRole.LastName. record.Name is Closed. Thank You
Log Email on Send: True
RecipientId : getContactRoles.ContactId (where email is logged)
Also, Log Email on Account. So, Related Record Id: Record.AccountId(not person), Recipient Address List: getContactRoles.Contact.Email
Rich Text Formatted Body: True
Subject: emailSubject(Text Template) Record.Name is Closed
Save, Debug and Activate
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