Loading
Salesforce now sends email only from verified domains. Read More
Help Agent Performance DegradationRead More
Get Started with Communications, Media, and Energy & Utilities (CME)...
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Create the Vlocity Action for the On Creation Action

          Create the Vlocity Action for the On Creation Action

          The Vlocity Action connects the trigger and the Email Template.

          1. In Lightning Experience, click the App Launcher App Launcher Icon.
          2. Type model in the Search field and select Vlocity State Models.
          3. Click Report Card State Model., then click the Report Card State Model V1 link.
          4. In the Vlocity Actions section of the page, click New.
          5. Specify the following settings. Leave other settings at their defaults. Note that the Vlocity State Model Version field is set for you.

            Setting

            Value

            Vlocity Actions Name

            Notify of Enrollment

            Active

            (checked)

            Display Label

            Notify of Enrollment

            State Model

            Report Card State Model

            Invocation Class Name

            ReportCardEmail

            Invocation Method Name

            notifyContact

            Invocation Method Input

            { "emailTemplateName":"CourseStarted" }
          6. Click Save.
           
          Loading
          Salesforce Help | Article