Activate Your Flow and Add a Quick Action to Your Page Layout | Build an Email Flow for Program
#salesforce
#trailhead
#salestraining
#salesforcetrailhead
Build an Email Flow for Program Management Module (PMM): • Build an Email Flow for Program Manag...
Activate Your Flow and Add a Quick Action to Your Page Layout: https://trailhead.salesforce.com/cont...
In Setup, click the Object Manager tab.
Find and select Program Cohort from the list.
Click Buttons, Links, and Actions.
Click New Action.
In the Action Type field, select Flow.
In the Flow field, select our new flow, Email Program Participants (Cohort).
In the Label field, enter Email Program Participants. The Name field should automatically populate with Email_Program_Participants.
In the Description field, enter Emails all program participants with engagements in this cohort.
Click Save.
Add the Action to the Page Layout
Now that we have a button, let’s add it to the page as a quick action.
In Setup, click the Object Manager tab.
Find and select Program Cohort from the list.
Click Page Layouts.
Select Program Cohort Layout.
In the palette, click Mobile & Lightning Actions.
Drag our new button, Email Program Participants, from the palette to the Salesforce Mobile and Lightning Experience Actions area. Place it second in the list after Edit.
Click Save.
Check the Button on the Layout
Just to make sure, let’s check that the button appears on a program cohort record.
Find and select Program Cohorts from the App Launcher ().
Switch to the All list view and click any cohort. Let’s select Emerging Readers: Primary Grades.
Check that the Email Program Participants button appears in the quick actions area on the record.
Don’t click that button just yet! In the next step we make sure the email is sent with the details we expect. To do that, we will set up two new contacts with your email address, create program engagements for each, and add them to a cohort.
For now, click Verify to check your work and move on to the next step.
work with salesforce records in flows trailhead solution, salesforce flow trailhead solution, salesforce trailhead flow builder, salesforce trailhead use external services in a flow, salesforce flow examples, flow basics salesforce trailhead, salesforce flow business hours, salesforce screen flow examples, flow builder salesforce trailhead, how does flow builder relate to salesforce flow trailhead, salesforce flow decision examples
00:00 Introduction
00:36 Email Program Participants
02:22 Program Cohort
Смотрите видео Activate Your Flow and Add a Quick Action to Your Page Layout | Build an Email Flow for Program онлайн без регистрации, длительностью часов минут секунд в хорошем качестве. Это видео добавил пользователь Saurabh Infotech Solutions 08 Март 2023, не забудьте поделиться им ссылкой с друзьями и знакомыми, на нашем сайте его посмотрели 107 раз и оно понравилось 0 людям.