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Update the Flow to Call the Apex Class
Update the Send Email with Attachment To Policy Holder action in the Flow to call the Apex class to send an email with attachment to the policyholder when a case is closed.
| REQUIRED EDITIONS |
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited editions where Financial Services Cloud license is enabled with FSC Insurance add-on. |
| USER PERMISSIONS NEEDED | |
| To set up the Request Insurance Proof service process: | Industries Service Process, Industry Service Excellence, Omnistudio, Case, Service Catalog Request objects Read, Create, Edit, Delete, View All Records AND FSC Insurance AND Financial Services Cloud Extension OR FSC Sales OR Financial Services Cloud Basic OR Financial Services Cloud Standard |
| To use Request Insurance Proof service process: | Industries Service Process, Industry Service Excellence, Omnistudio, Case, Service Catalog Request objects Read, Create, Edit, Delete, View All Records AND FSC Insurance AND Financial Services Cloud Extension OR FSC Sales OR Financial Services Cloud Basic OR Financial Services Cloud Standard |
- Open the cloned orchestration that you created.
- Select Notify Account and Close Case.
- Click Open Flow in Flow Builder.
- Click Send Email with Attachment To Policy Holder.
- Click the plus symbol between the Send Email with Attachment to Policy Holder action and the Is Email Sent with Attachment decision element.
- Click Action.
- Search for and select the Send Email to user with attachment apex action.
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Enter these details:
FIELD NAME VALUE Label Send Email with Attachment To Policy Holder API Name SendEmailWithAttachmentToPolicyHolder Description Calls an action that sends an email with attachment to the policy holder when a case is closed. Store Output Values (Show advanced options) output emailAttachmentStatus Set Input Values for the Selected Action CaseId caseId Email Body ClosureEmailBodyTextTemplate Email Subject ClosureEmailSubjectTextTemplate Send To Email Id accountEmail Show advanced options Manually assign variables Select - Save the flow.
