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I have created a record-triggered flow that is activated upon contact creation. The flow currently includes scheduled paths to send an SMS 3 days and 5 days after the contact is created. However, I want to add additional scheduled actions for Day 3, specifically sending SMS messages 4 hours and 8 hours after the 3-day mark. Is it possible to achieve this in Salesforce Flows?

3 Antworten
  1. 16. Dez. 2024, 04:52

    Hi @Abhishek Surve

     

    Yes, it is possible to create a scheduled path in only when a Contact status changes to "Accepted" or "Denied."

     

    1. You need to modify the Existing Flow

     Since your flow already includes scheduled paths for 3 and 5 days after creation, we'll refine it to trigger additional actions based on status changes.

     

    Step 1: Adjust Trigger Criteria

     1.Update the trigger criteria:

     2.Trigger on record updates.

     3.Add a condition: 

     Status EQUAL ACCEPTED 

     OR 

     Status EQUAL DENIED.

     4.When to Run the Flow for Updated Records: Select "Only when a record is updated to meet the condition requirements"

     

    Step 2: Add a Decision Element

     1.Add a Decision element Define the outcomes:

     Outcome 1: Status = Accepted

     Condition: Status EQUALS "Accepted"

     

     Outcome 2: Status = Denied

     Condition: Status EQUALS "Denied"

     

     Outcome 3: Default.

     

    Step 3: Configure Scheduled Paths for Status Changes

     Go back to the Start element and click Add Scheduled Paths.

     Create additional scheduled paths for Day 3:

     

     Path 1: 3 Days 4 Hours After Trigger

     Scheduled Time: 3 Days + 4 Hours After Trigger.

     

     Path 2: 3 Days 8 Hours After Trigger

     Scheduled Time: 3 Days + 8 Hours After Trigger.

     

    Step 4: Add Actions to Each Path

     For each new scheduled path (3 Days + 4 Hours and 3 Days + 8 Hours),Drag and drop Action elements.

     

    1.Configure the SMS action .

     2.Customize the SMS message based on the "Accepted" or "Denied" status.

     3.For the Default (Normal Status) branch:

     Add an Action element to send an SMS immediately.

     

    Also, if you find this content helpful please mark it as the best answer. 

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