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Create a Record-Triggered Flow
Create a flow on the Service Appointment object so that you can configure email notifications.
Required Editions
| Available in: Lightning Experience. |
| Available in: Enterprise and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To open, edit, or create a flow in Flow Builder: | Manage Flow |
| To run a flow: | Run Flows |
- From Setup, in the Quick Find box, enter Flow, select Flows, and then click New Flow.
- Select Start From Scratch, and click Next.
- Select Record-Triggered Flow, and then click Create.
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In the Configure Start page:
- In the Object field, select Service Appointment.
- For Trigger the Flow When, select A record is created.
- From the Condition Requirements dropdown, select All Conditions Are Met (AND).
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Add this condition:
- AppointmentType or, if you use engagement channels, EngagementChannelType in Field
- Equals in Operator
- Video in Value
- Select Actions and Related Records.
- Select Include a Run Asynchronously path to access an external system after the original transaction for the triggering record is successfully committed, and then click Done.
- Click Auto-Layout, and then select Free-Form.
- Click Save.
- Enter a label and an API name for the flow, and then save your changes.
Add a Get Records element to retrieve the recipient's email address.
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