Skip to main content

I am stuck on one issue. All the updated records in account of same account manager need to be grouped and send only one email to the Account manager in the salesforce on every Tuesday.Need to create a scheduled flow.Pleas help...

1 answer
  1. Mar 13, 2024, 6:41 AM

    @Nitu Vadapalli wonder if you need a scheduled flow as such.. or can it be done by a scheduled report (assuming you need to inform less number of account managers).

     

    if scheduled report.. then you can create an account report with filter as

     

    account owner = account manager's name

     

    and last modified date = Last 7 days.

     

    save and subscribe the report to send email to required recipients every tuesday

0/9000