Hi my awesome Salesforce Trailblazers!
I’m trying to use a Flow that triggers off an Oppty when it is set to Stage = Closed Won and then use a loop to find additional Oppty Records that have the same Property, Account, and Close Date listed, then from there, I want the flow to uncheck a Checkbox Field called Send Welcome Email on any additional Records that match the triggering Record’s Fields (listed out above), so that an Email Alert only gets triggered to send once vs. multiple times to the same Account. Please help! I’m at my wits end!
Example: An Email went out and it sent 5x because there’s 5 different Opptys (bc it’s 5 separate Rooms), but it’s all for the same Account… so it’s 1 trip for 1 person, but they booked multiple Rooms, so there’s multiple Opptys and I’m trying to solve for this with a Flow.
Thank you for your help in advance!
Is your question about how to exclude the triggering record from the collection? If so, you can simply add another condition: id != $Record.id.
This will ensure that the Opportunity which triggered the flow is excluded.
