Email to user containing link to a portal containing individual object checkboxes

Question

When a contact role is given to a contact, it should trigger an email to the contact's email address. The email should contain a link to a site, along with the individual id associated with the contact that originally triggered the email. Would it be possible to configure this bit using visual flow? I've read it's possble to use sites with visual flow, but can I pass it an individual Id, from an email? If not, then are there any other declarative methods or very light programmatic methods that do not involve purchasing an appexchange product?

Ed Ruzol · Answer

Hi Glenn,

This may be possible using Visual Flow, however update or creation of Contact Roles does not trigger Process Builder which can be used to run flows. If you can create a simple trigger that will invoke a flow action, this may be possible.

I hope this helps!

Email to user containing link to a portal containing individual object checkboxes

Data Management

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