I have created a simple Flow that sends an Email to the Lead Owner once a New Lead is created and appointed to him/her. The action off course contains an Email Template. In that template I would like to add a URL link to the New Lead record. Can someone help on this? I have the following:
Hello {!$Record.Owner:User.FirstName} {!$Record.Owner:User.LastName},
we have a New Lead appointed to you.
Click here to open up the Lead directly in Salesforce: .... ???
Good luck!
1 answer
You can create a formula on the flow to hold the URL of the newly created lead and use it in the email action.
You can find instructions for creating formula here : https://admin.salesforce.com/blog/2022/create-a-record-link-dynamically-in-flow