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            Grants Management: Send Invitations to Collaborators (Sample)

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            Grants Management: Send Invitations to Collaborators (Sample)

            Learn what's included in the Funding Request collaborators invitation flow.

            Grants Management uses the Grants Management: Send Invitations to Collaborators (Sample) flow to send an email that invites a person to collaborate on a Funding Request.

            Flow Element Action
            1. Start Includes criteria for when the flow should run.
            2. Email Alert: Sent Invite to Collaborator Emails the invitation to the collaborator using the Grants Management: Email Invitation for Collaborators template. If you want to use a different template, create a new Email Alert that references your template.

            Send Invitation to Collaborators sample flow

             
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            Salesforce Help | Article