Use Your Flow | Build an Email Flow for Program Management Module (PMM)
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Build an Email Flow for Program Management Module (PMM): • Build an Email Flow for Program Manag...
Use Your Flow: https://trailhead.salesforce.com/cont...
Find and select Programs from the App Launcher ().
Switch to the All list view and click Remedial Reading Program.
Click the Add Contact to Program quick action.
In the Client field, select + New Contact then enter these details:
First Name: Brock
Last Name: Biagini
Email: Enter your email address, but add +pmmflowtest1 before the @ symbol. For example, [email protected].
Click Save.
In the Role field, select Client.
In the Stage field, select Active.
In the Program Cohort field, select + New Program Cohort then enter these details:
Program Cohort: PMM Flow Test
Status: Active
Program: Remedial Reading Program
Click Save.
Click Save.
Now, let’s create our second test contact.
On the Remedial Reading Program record, click Add Contact to Program again.
In the Client field, select + New Contact then enter these details:
First Name: Aaron
Last Name: Yount
Email: Enter your email address, but add +pmmflowtest2 before the @ symbol. For example, [email protected].
Click Save.
In the Role field, select Client.
In the Stage field, select Active.
In the Program Cohort field, select PMM Flow Test.
Click Save.
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00:00 Introduction
00:35 Remedial Reading Program
04:04 PMM Flow Test
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