Hi everyone - hoping someone can point me in the right direction here...
I have a request to send an "onboarding" email when an opportunity goes to Signed to various contact roles on an opportunity as well as users within our org.
I have the email template done. I've added a checkbox on the contact role for "should receive onboarding emails" and a formula email field to populate the contact role record with an email from the contact itself.
I already have a process builder that triggers various internal things when the opportunity moves to the Signed stage....
Where I am stumped is building a flow that will circle the opportunity to go through all the contact roles associated and grab the ones that have my checkbox marked true and then send the email.
My original plan was to use this example https://salesforce.stackexchange.com/questions/313450/how-do-we-set-up-flow-to-automatically-email-a-subset-of-contacts-when-an-opport but I can't even get past the association of the Opportunity field to the Opportunity ID when trying to create the first "Get Records" step. :(
Any help or guidance would be greatly appreciated!
Megan
If you use a record triggered flow instead, the global variable $Record will contain the Opportunity ID, no need to do a get records, it has already been done for you.
