Hi All!
I have been trying to send an email alert that would act as a notification for the primary contact on an Opportunity, when there are 3 months left until the opportunity close date (a renewal model).
I tried both with Flows and PB, but something seems to be missing and the alert is never received. The strange things is that I am not getting any errors, just no results.
Here's a summary of what I'm trying to achieve:
- When 3 months before close date are reached - get primary contact from Opportunity's Contact Roles.
- Send notification (email alert) to primary contact
- Create a follow up task 1 week from now assigned to opportunity owner (related to the opportunity that triggered the flow/process)
I believe this is best achieved using Flows, however I can't seem to make it work. Any suggestions about how to build my process will be highly appreciated!
Kind regards,
Andreana
Just FYI for anyone that might be interested to learn how I achieved this:
1. I created a Record triggered flow and then added a scheduled path where the process would start 90 days before the Opportunity Close Date (that's based on my requirements).
2. Next step was to get Opportunity contact roles where I chose to store all of them in a collection variable, but then specify fields and assign variables manually, where I add the IsPrimary and ContactId.
3. After that I created a decision with a Null check to make sure that there is primary contact role. Optionally here, if it is null, you could add an auto-launched subflow (which I did), that automatically adds contact roles to the Opportunity, or add any other default outcome for opportunities that don't have contact roles at all or haven't been assigned a primary one.
4. Next step is to get the primary contact where I specify the id and then store the email address in a text variable.
5. After this I send my email alert, and I should probably specify that the alert is using the email field rather than contact, or contact role. However, my lightning template is using the contact as the related entity type.
6. Optionally, as a last step I create a task (email subtype) to be logged under each opportunity so that the owner can see that the email alert was sent (this is in case you are not using any email integration and log activities manually).
There might be a better way of doing this, but I found out this way works for me and never failed so far to send the notification.
I hope this helps someone else too! :)
#Opportunity Contact Roles #Email Alerts #Email Notifications #Automation
