Guys, I created a satisfaction survey sent via email to cases when they are moved to "Resolved". The search is based on the Contact object to be sent. However, I can't send the Case Number field in this email, I thought about creating a related field "last case number" in the case object to link with the contact object and create a flow to fill it automatically and be able to reference it in the email. -mail satisfaction survey.
What do you think?
Hello @Raphael Fonseca
You are right, Contact is kind of parent to a case, it implies a contact can have multiple cases not vice-versa hence OOTB will not work here , hence we need to tweak the approach a bit, and hence your approach is right where you utilise flow to automate the things , only thing to make sure is that before sending out any email , automation must have fired and filled in the field value.
