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Christine KleinChristine 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.
Best Answer chosen by Christine Klein
Scott McClungScott McClung
Check out the 'Launch A Flow Automatically' section of the Visual Workflow Guide. (Chapter 4)   http://help.salesforce.com/help/pdfs/en/salesforce_vpm_implementation_guide.pdf (http://help.salesforce.com/help/pdfs/en/salesforce_vpm_implementation_guide.pdf)

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

Scott McClungScott McClung
Hi Christine
Yes, there is a 'Send Email' option at the very bottom of the Palette tab in Visual Flow Designer.

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Christine KleinChristine Klein
I realize that :)

I was just curious as to how the flow criteria would look which would send the email notification.
Scott McClungScott McClung
Haha!  So the easy answer wasn't it.. :)

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?
Christine KleinChristine Klein
Just looking to see how you can automatically launch the flow to send the email once the critiera has been met.  I'm assuming this would only be done through a trigger?
Scott McClungScott McClung
Check out the 'Launch A Flow Automatically' section of the Visual Workflow Guide. (Chapter 4)   http://help.salesforce.com/help/pdfs/en/salesforce_vpm_implementation_guide.pdf (http://help.salesforce.com/help/pdfs/en/salesforce_vpm_implementation_guide.pdf)

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.
This was selected as the best answer