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Configuration of Email Notifications for Unauthenticated Users

To send notifications about upcoming video appointments to unauthenticated users, create a Record-Triggered flow on the Service Appointment object. Configure the flow to retrieve the recipient’s email address and the assigned service resource name. Then, update the service appointment record to add the service resource name to a custom field. You can then create an Apex action to send email notifications that use the available Virtual Appointment Email templates.

Required Editions

Available in: Lightning Experience.
Available in: Enterprise and Unlimited Editions
Note
Note Always make sure that you provide a valid email address for each unauthenticated user. For more information, see Add a user.
  1. Create a Record-Triggered Flow
    Create a flow on the Service Appointment object so that you can configure email notifications.
  2. Get Recipient’s Email Address
    Retrieve the recipient’s email address from the lead record.
  3. Get Service Resource ID
    Retrieve the service resource ID from the Assigned Resource object.
  4. Get Service Resource Name
    Retrieve the name of the service resource from the service resource ID.
  5. Update Service Appointment Record
    Add the service resource name to the Comments field of the service appointment. You can customize the flow to add the service resource name to a custom field.
  6. Create an Apex Class for the Apex Action
    Create an Apex class that you can link to the Apex action. The email template name in the Apex class refers to the email templates that are used to send email notifications for video appointments to unauthenticated users. You can rename the template based on your setup.
  7. Create an Apex Action to Send Email Notifications
    Use the Apex class to create an Apex action that sends email notifications to unauthenticated users.

See Also