I have created a classic email template and an email alert. Added that email alert in the record triggered flow. I have to add that email alert to the case record. How can I get that email alert ID so I can add that to the case record?
Essentially you need to perform a "Get" step that finds the most recent EmailMessage object created (return only first record, sort by CreatedDate Descending), where the ParentId field is the Case Id you're referencing in the flow.
Related
When I send List Email to multiple leads , that list email is shown in activity section of some records but in some its missing. I send a list email yesterday and the record is created in backend but doesnt appear on front end
I am trying to build a Flow to create records for contacts. I am going to create a button off of Accounts on the related list of Contacts.
Step 2 is where I am having an issue
1.) I created a Get Records - which gets the ID of accounts.
2.) I created a Screen:
I have a lookup field that I want to be defaulted to the parent.
I have the FieldAPIName as AccountID which is a Varialble I created that is stored from Step 1.
Label : Entity Name
Object API Name : Account
When I run the program I get the following error:
Looks like you don't have access to this field, or the object or field API name is not valid on this Lookup component. Contact your Salesforce admin for help.
Your source object is Contact and the field is AccountId.
I want a way to validate emails in order to not choke up our queue. The goal is that when a user is finished with their account setup, the email needs to be validated. My idea is to create a stored procedure that will send an email to the one the user put with a link or something to verify that the email has been sent and opened.
What I am confused with is how to generate this link.
In one of my tables that stores users, I added a column named 'isActive' with type BIT and set to 0. The goal is for the email to have a link where once clicked, will flip the 'isActive' column from 0 to 1, this will verify if the email was reached properly.
I expect that when the user is done entering his info, the stored procedure will send an email to verify that the email is correct by clicking on an activation link.
Based on the comment clarification above, I'm thinking you would want to set one column to a GUID (or add a new column). These links will provide some details about how and why to do this, but the short version is that you can guarantee that the join key is not guessable and is always unique. Set a column to have a default GUID value via UNIQUEIDENTIFIER DEFAULT NEWID() and it will create a new ID with every new row that you can use in other sections of your code.
http://www.sqlservertutorial.net/sql-server-basics/sql-server-guid/
https://www.sqlshack.com/understanding-the-guid-data-type-in-sql-server/
I am trying to find a solution of how to lookup a value on the Account Object and place it in a field on a record of a Custom Object.
Details below:
Objects
Accounts/ Organizations - This contains information on different projects supported by my origination. Key fields of note: Project Name(text) and Account Balance(text). There around 100 unique records in this object These field are manual led created.
Regrant Request - This object contains records that are generated via web form that the projects fill out to receive payment for expenses related to their project. Each Regrant Request record also contains the Project Name(text) Account Balance .
Desired Result:
When a new Regrant Request record is generated from the web form, it will take the value of the Project Name, match it with a record in the Accounts/Organization object. Once the link has been made, I would like to take the value of the Account Balance in the Accounts/ Organizations Object and copy to the Regrant Request record.
The problem that I am trying to solve is that in order a project to be paid the amount of money they request in the regrant request, they have to have enough funds. It would be great if I did not have to leave the regrant request record to find this value.
I know that I have to tie each regrant request record to an account id. That is stright forward but I am stuck on how to then get a value of field for said account id and then copy to a custom object.
any ideas would be extremely helpful!
I found out how to use zapier to do a search of the account object using the value of field inputted via the online form. So cool !
I want to update my contact object field - phone from the User object field -phone automatically. How to achieve this in Salesforce? Thanks
Use process builder, on update of User, update the phone of the linked contact.