How do I notify the opportunity owner when a file has been uploaded to an opportunity by a certain user that they own in salesforce?
I tried searching for the the object of file, but didn't find it. It seems to only appear as a related list on the opportunity page, so I am struggling with how to trigger the flow.
2 answers
Trigger will be ContentDocumentLink object & event will be after Insert.
here is following codes of helper class
Set<Id> opportunityIds = new Set<Id>(); List<Messaging.SingleEmailMessage> emails = new List<Messaging.SingleEmailMessage>(); for (ContentDocumentLink cdl : Trigger.new) { if (cdl.LinkedEntityId.getSObjectType() == Opportunity.SObjectType) { opportunityIds.add(cdl.LinkedEntityId); } } // Query Opportunities and their Owners List<Opportunity> opportunities = [ SELECT Id, Owner.Email, Owner.Name FROM Opportunity WHERE Id IN :opportunityIds ]; for (Opportunity opp : opportunities) { if (opp.Owner.Email != null) { Messaging.SingleEmailMessage email = new Messaging.SingleEmailMessage(); email.setToAddresses(new String[] { opp.Owner.Email }); email.setSubject('File Uploaded to Your Opportunity'); email.setPlainTextBody('A file has been uploaded to the Opportunity: ' + opp.Name); emails.add(email); } } // Send the email notifications if (!emails.isEmpty()) { Messaging.sendEmail(emails); }
