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Christine Klein
Visual Flow Email Notification
Is it possible to use a visual flow to send an email to the opportunity owner advising them that there opportunity is closing in x amount of days? I know you can do this with the standard workflow function but was just curious if this could be replaced with a flow.
Short answer is yes with APEX. They're working on the ability to launch flows from a workflow action but that is still in Pilot.
All Answers
Yes, there is a 'Send Email' option at the very bottom of the Palette tab in Visual Flow Designer.
I was just curious as to how the flow criteria would look which would send the email notification.
Are you asking about how to automatically launch the flow to send the email or once it is launched, how do you determine how many days out the Opportunity is going to close?
Short answer is yes with APEX. They're working on the ability to launch flows from a workflow action but that is still in Pilot.