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  • Rachel Krzyzanowski
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  • Member since 2020
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4 replies

Get Records: last 7 days of records in flow

I'm trying to create a schedule flow that would pull all records created within the last 7 days into a collection. I can't seem to get the formula right to get these records..
1 replies

Help with an Apex Trigger to pull an Opportunities' Account's address & contact's information (like name & email address) into an email template to then use that in an email alert?

Hello,

I need help creating an Apex Trigger in order to bring in a merge field into an email template. 

When Opportunities become "Closed Won", I want to create an email template (and then an alert) that would pull in the Account Billing Address on that Opportunity as well as the Main Contact's Name, Phone Number, and Email Address into the email.

When I reached out to Sales Support about this, they told me that I would need set up an Apex trigger to query the contact role then get the value from there.. because contact role is a junction object.

Can anyone offer any assistant to me with this? I would greatly appreciate it!!

4 replies

Get Records: last 7 days of records in flow

I'm trying to create a schedule flow that would pull all records created within the last 7 days into a collection. I can't seem to get the formula right to get these records..