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Babar Hussain 4
Task Object
Requirement : As a: Salesforce.com Task owner, I want to receive an email notification when a Task end date equals today’s date.
Note : using flows only.
Can anyone please tell me how to do that I'm bit confued how to do that.
Thanks,
babar
Note : using flows only.
Can anyone please tell me how to do that I'm bit confued how to do that.
Thanks,
babar
The Task can be assoociated to any object right ? You just want an email alert if enddate is today().
You can implement this with Scheduled Triggered flow.
Let me know if you face any issues.
If this solution helps, Please mark it as best answer.
Thanks,
This should not be recordtriggered flow because record triggered flow will get triggered when a record is created. But you want the email alert when the enddate is Today() because the flow should run everyday and check the records which has enddate as today.
So the flow should be Scheduled triggered flow.
Let me know if you need any details on it.
Thanks,
Could you please check my conditions are right or wrong
Can you share the screenshot of the flow because you don't need the update element to send the email alert. You just need the start element and email alert component .
Thanks,
Will you please give me the steps how to do
And how I match today's date equals to end date to send email alert
You have to add a decision box below this element to check Enddare = Today() and to eliminate more records from processing the flow once the email alert is send set a checkbox field to true and add in the stat condition to filter out those values.
Let me know if you need details how to add decision box for the conditon check,
Thanks,
Can you please give me the formula how to set checkbox field true condition , For this dO i need to create new checkbox filed in task object.
How to add condtion to filter with those values in flows
I'm new this salesforce i'M not getting ideas
Thanks
Babar
Your flow should look somethiing like below.
In start elemeny just add the time and dont add the object as below.
Get record element with below condition. I have created checkbox field sample check. You can create some checkbox field calles email send.
Add for Loop:
Createa a resource type as formula and return type as date.
Add decision box to check if due date is today or not.
I will be continuing the remaining screenshot in next answer.
Thanks,
Now update that checkbox field craeted to true.
Add email action template and add the forloop.id as record.
Now the entire flow should look as below.
Let me know if you face any issues.
Please close the duplicate questions for the same by marking as best answer so it avoids duplicate efforts
If this solution helps, Please mark it as best answer.
Thanks,