function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
kenny ellekenny elle 

Hi Needs to send an email alerts using 2 diff objects fieldsa

Hi 
i have a scenario where in i need to send email notificatiin when below creteria are met
1.status which is a picklist field on object type__c is new,open
2.status which is a picklist field on object enroll__cis cancel,withdraw.
how can i acheive this can anybody have idea.pls suggest.
Best Answer chosen by kenny elle
ShirishaShirisha (Salesforce Developers) 
You can create the flow on child so that you can get the status field from the parent to check the criteria.

Thank you!

All Answers

ShirishaShirisha (Salesforce Developers) 
Hi kenny,

Greetings!

You can achieve this by using the flow but those two different Object should have the relationship(lookup).

Please find the sample flow to fire an email in the below blog:

https://automationchampion.com/tag/send-email-from-flow/

Kindly mark it as best answer if it helps so that it can help others in the future.

Warm Regards,
Shirisha Pathuri
kenny ellekenny elle
Hi Shirisha,
Thanks for quick response.
yeah they do have relationship.
on which object i should create a flow it is on type or on enroll.
please clarify.
ShirishaShirisha (Salesforce Developers) 
You can create the flow on child so that you can get the status field from the parent to check the criteria.

Thank you!
This was selected as the best answer