Using Public Group to check whether Flow Triggering Condition- Logged In User
Using Custom label and Custom Metadata Type Record in Record Triggered Flow for Sending Email to Email Recipients stored in metadata and label
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Hello Friends, This is Anirudh Garg
Welcome to the 32nd Video of Salesforce: Fundamental to Advance Course
Here I have depicted How to Use Custom Metadata Type Record to store Email Ids to whom Email Needs to be sent through Record Triggered Flow
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What is Flow in Salesforce, Importance of this Automation Tool, Types of Flow, Screen Flow and Auto Launched Flow, In Screen Flow, There is User Intervention with the UI while Auto Launch Flow executes automatically without user interaction
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0:00 Do Subscribe for Latest Salesforce Updates
0:10 Record Triggered Flow to Trigger Email whenever new Account Record is created.
0:22 Condition that Account Owner should be one from the accepted users
0:40 Account Owner is lookup field on User, auto-populates
1:05 2 Ways to store recipients email ids outside the flow Custom Label and Metadata record
2:30 Why Not putting the Accepted Record Owner Names in Entry Conditions Hard Coded
2:41 Using Public Group in Flow
3:38 Using Get Record element in flow to fetch Public Group Name
4:28 Using Get Record element in flow to fetch Group Members
5:45 Using Loop Element to iterate over each item ( Group Member Record )
6:42 What is User Id in Salesforce Org
7:40 Adding Ids of group members in a collection variable
8:00 Will check whether current record owner id is present in the collection of group member ids
9:00 Create New Resource to store User Ids of Public Group Member Users
9:20 Adding Ids in the Resource (Record Collection Variable) we created to store
10:10 Owner Id of Triggering Account Record
11:10 Debug the Flow before Activating
11:20 Flow Execution Path got highlighted
12:20 Check Debug Interviews for Better Understanding of how flow is executing
13:50 Let's Check when Email is getting Sent
14:30 Email is getting Sent only when Account Owner is one of the user present in our Public Group
15:35 Email is getting Sent
15:50 Always try to make Flow generic so that it can be used at many places without editing
16:00 New Videos on LWC, Apex Triggers are in Pipeline, Stay Tuned
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