I hope I'm explaining this properly and also hope that maybe its more simple then I think. I have a business process that requires a team that is not in Salesforce often to approve a change to a record. I want to build a screen flow that can be initiated from the record by a user, that sends the pertinent information via email to the team. I then want the team (and the members of the team only, who all have their own user accounts and a distinct profile) to be able to click a link or a button in the email that doesn't take them to the record but would update a checkbox(es) on the record. This cannot be Apex or AppExchange add-on, needs to be Flow, SF Native Solution, etc. Any ideas?
1 answer
Hi @Carl Leaf,
Steps -
- Build a screen flow which will update the check boxes based on the record Id. (https://*****.my.salesforce.com/apex/flow/ApprovalFlow?recordId=00**********
- Allow Guest Users to Access Flows: https://help.salesforce.com/s/articleView?id=experience.rss_flow_guestuser.htm&type=5 (If you don't do this users should login to the Salesforce when the flow link is clicked from the email)
- Create a button or checkbox on the record which will trigger the email to the team with the flow link (email will be triggered to the email addresses of the team) --> Use Auto Launched flow or Record Triggered flow
- On click on the link users can see the check boxes to update and Save.
