We’re on part six of “from Process Builder to Lighting Flow” and we're going to look at Email Alerts. I hope this series has been helpful to you. In this post, we’re moving past data manipulations and will focus on actions.
The first action we’re going to look at is sending an Email Alert. Before we can begin, we first have to create an old Workflow based Email Alert; yes, the one we used before Process Builder was ever thought of. These Email Alerts have been around for as long as I can remember and I’m going to assume one has already been created.
Now, with that out of the way, let’s take a look at Process Builder. In our use case, we’re going to send an email to the Account Owner’s Manager when the Customer’s CSAT Rating is set to Unsatisfied.
Let’s move into the world of Lightning Flow. These series build on each other so if you need to go back and review, here’s what you’ll need to consider:
With that all set up, we can work on sending an email.
Press the Done button and you have completed the Action.
Now that you have sending emails mastered, take a look at the Send Email Action when you have a chance. It looks a bit like an email form. It has a Body and a Subject. You define the recipients either by creating a text collection variable or you can just enter a comma-separated string of email addresses. You can even select the person you want the email to come from. Pick from an Org-Wide Email Address, the default Workflow User, or the Current User. For more insight take a look at this Salesforce help article.
Thanks for taking the time to read this post. If you have any questions, reach out to me on Twitter, YouTube or LinkedIn. Download the cheatsheet. Watch on YouTube to see me build this action. Share this series with your friends. Please subscribe, follow me, and I will continue to deliver you helpful content. Next week, we’ll be learning how to Post to Chatter.