I would be grateful for some advice. I would like to send an internal alert or create a task on the basis of values in a dataset that is also used in a salesforce dashboard. Is a flow the right tool for this? I can't see how to connect the flow to a dataset used in CRM analytics.
Something like, if for X the percentage is greater than Y then send an alert/email or create a task for the relevant person (also stored in a dataset).
I have looked at the notifications functionality but I need to be able to customise the email text and ideally use a lookup from the dataset to determine the correct internal recipient.
You can make a callout to the query resource from your flow to query the dataset and based on conditions you define in the flow take certain actions.
