Skip to main content
Josh Didier (CEG) ha fatto una domanda in #Flow

We use quotes as our orders.

 

What we'd like to do is use a record triggered flow to send a confirmation email to our customer, along with the order / quote details when the quote hits certain criteria.

 

I'm having issues with the detail lines. It doesn't seem like there are many options outside of creating a Visualforce email template, but I'm confused how we'd trigger a Visualforce email template send from a record triggered flow.

 

I looked into Pardot, but looks like I cannot use the quote line item object.

 

Are flows / visualforce emails the right way to do this, or is there a better alternative? We want to use our company branding

1 risposta
  1. Andrew Russo (BACA Systems) Forum Ambassador
    14 nov 2022, 22:23

    check this out. i think this is what you sre kinda lookign for https://forcepanda.wordpress.com/2021/03/23/how-to-send-table-in-emails-via-flow/

0/9000