Sending Automated Emails to Primary Contact Roles When an Opportunity is Won

Step 1: Create the Record-Triggered Flow

First, set up a Flow that triggers when an Opportunity is marked as "Closed Won."

1. Navigate to Setup > Flows and click New Flow.

    

2. Select Record-Triggered Flow.

3. Configure the trigger:

• Object: Opportunity
• Trigger the Flow When: A record is updated
• Condition Requirements: All Conditions Are Met (AND) 

• • • StageName Equals Closed Won

    • IsWon Equals $GlobalConstant.True


• When to Run the Flow for Updated Records: Only when a record is updated to meet the condition requirements 

• Optimize the Flow for Actions and Related Records.

   

Step 2: Get the Primary Contact
Next, add an element to find the primary contact associated with the Opportunity.

1. On the Flow canvas, add a Get Records element.

2. Label: Get Primary Contact Role

3. Object: Opportunity Contact Role

4. Filter by:

   • • OpportunityId Equals $Record.Id

     • IsPrimary Equals $GlobalConstant.True


5. How Many Records to Store: Select Only the first record.
6. How to Store Record Data: Select Automatically store all fields.
   
   

Step 3: Add the "Send Email" Action

Finally, add an action to send the email directly to the contact you just found.

1. Add a Decision element to check if a Primary Contact was found in the previous step.

2. If found, add an Action element.

3. In the Action search bar, select Send Email.

4. Configure the email:

   • Body: Create a new Text Template resource for your email content. You can use merge fields like {!$Record.Name} to include Opportunity details.

   • Subject: Enter your desired subject line (e.g., "Opportunity Won: {!$Record.Name}").

   • Recipient Email Addresses (comma-separated): This is the most important step. Use the email from the contact you found in Step 2: {!Get_Primary_Contact_Role.Contact.Email}.

5. Click Done.

6. Save and Activate your Flow.