Configure Appointment Email Notifications with the ICS File

Available in: Lightning Experience.

Available in: Enterprise and Unlimited Editions

For example, this section walks you through creating a record-triggered flow that sends email notifications to the service resources assigned to a service appointment and the associated parent record.

1. Create a Record-Triggered Flow to Send Appointment Notifications
   Use a record-triggered flow to notify users of an upcoming appointment. You can email a notification to a group of recipients or individually to each recipient.
2. Add Assigned Service Resources as Recipients
   Retrieve the list of service resources assigned to a service appointment and add them as recipients to the email notification list.
3. Add Service Appointment’s Parent Record to the Appointment Notification Email List
   To add the parent record associated with the service appointment to the email notification list, create an Assignment element.
4. Identify the Service Appointment Record for Email Notifications
   To add appointment information in the email notification, identify the service appointment record.
5. Create an Action to Send Service Appointment Notifications
   Send email notifications with the appointment information to the assigned service resources and the related records.