Communicate Using the Action Element | Data and Actions in Flows | Trailhead / Salesforce скачать в хорошем качестве

Communicate Using the Action Element | Data and Actions in Flows | Trailhead / Salesforce

Communicate Using the Action Element | Data and Actions in Flows | Trailhead / Salesforce first create a public group named : Lead Routing *Update the Start element to allow the flow to support Actions: Optimize the Flow for: Actions and Related Records Create an email alert: Description: Send Matching Account to Lead Routing Unique Name: Send_Matching_Account_to_Lead_Routing Object: Lead Email Template: Select any email template Recipient Type: Public Groups Selected Recipients: Group: Lead Routing *In the Check New Lead for Matching Account flow, create a text template resource: API Name: ChatterMessage Change View as Rich Text to View as Plain Text In the body, at-mention the matching account’s owner using the Look_for_Matching_Account record variable *After the Update Matching Account element, add an Action element: Action: Post to Chatter Label: Chatter Post to Account Owner API Name: Chatter_Post_to_Account_Owner Message: the ChatterMessage text template Target Name or ID: the ID of the lead that triggered the flow *After the Chatter Post to Account Owner element, add another Action element: Action: Send Matching Account to Lead Routing Label: Email Lead Routing API Name: Email_Lead_Routing Record ID: the ID of the triggering record Save the flow #trailhead #salesforcebeginners #trailheadsolution #trailheadsalesforce #salesforcetrailhead #Salesforce #salesforce #Trailblazer #learnsalesforce Disclaimer - This Video for education purposes