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Topics#Sales And MarketingDomanda di Shruthi GM
Shruthi GM ha fatto una domanda in #Sales And Marketing
2 mar 2020, 09:23

How to get related contacts of Accounts in an autolaunched flow

I have a requirement to get all the contacts of a account and to send them an email invite.How to fetch all the contacts of an account in an autolaunched flow?

 

Kindly help.

 

Thanks in advance.
2 risposte
  1. Yashad Tayal (Damco)
    2 mar 2020, 10:00
    Use the Get Records element in the flow builder and get the contact records where the contact.AccountId equals Current accountId.

     

    Once you get all contact records use the loop and Action email element to send the emails to the contacts.

     

    Use the Get Records element in the flow builder and get the contact records where the contact.AccountId equals Current accountId.

     

    User-added image

     

    You can then invoke flow using process or a quick action.
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