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Need a little help on using Flows. I want to use a Flow to send ONE email to the Opportunity Owners referencing several Open Opportunities if there are no activities for 14 days, BUT I don't want to send an owner multiple emails, I want to send ONE email to EACH owner that has links to each of their own Opportunities. 

 

I'm struggling with having a collection of owners and a collection of opportunities, then emailing an individual owner a list of their own opportunities. This isn't the usual "send an owner an email alert on Opportunity object", since I don't want to send a person several emails, I want them to reference one email. And also trying to think of possible fault paths (though that can be for later...anyway). 

 

I'm doing this as part of a Schedule Triggered Flow. Like on a Thursday, this flow would trigger, collect data on all opportunities without activity for 14 days, email each opportunity owner so they can follow up (because maybe they're busy with several opportunities and need a reminder). Since maybe they have a meeting the next day (Friday) and should provide a status update or (potentially) a closed won opportunity/ies.

 

Also considering sending the owners a list view of Open Opportunities that are 14 days no activities, but that seems less than ideal. I like the idea of using a flow because I can reuse it for other purposes. 

3 respostas
  1. 16 de mai. de 2023, 00:05

    @Don Spire,

    You don't need to pull the recipient's email from a collection if you enter with the User object though, you would just reference the single variable stored in $Record.Email.

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