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Create a Record-Triggered Flow

Create a flow on the Service Appointment object so that you can configure email notifications.

Required Editions

Available in: Lightning Experience.
Available in: Enterprise and Unlimited Editions
User Permissions Needed
To open, edit, or create a flow in Flow Builder: Manage Flow
To run a flow: Run Flows
  1. From Setup, in the Quick Find box, enter Flow, select Flows, and then click New Flow.
  2. Select Start From Scratch, and click Next.
  3. Select Record-Triggered Flow, and then click Create.
  4. In the Configure Start page:
    1. In the Object field, select Service Appointment.
    2. For Trigger the Flow When, select A record is created.
    3. From the Condition Requirements dropdown, select All Conditions Are Met (AND).
    4. Add this condition:
      • AppointmentType or, if you use engagement channels, EngagementChannelType in Field
      • Equals in Operator
      • Video in Value
    5. Select Actions and Related Records.
    6. Select Include a Run Asynchronously path to access an external system after the original transaction for the triggering record is successfully committed, and then click Done.
  5. Click Auto-Layout, and then select Free-Form.
  6. Click Save.
  7. Enter a label and an API name for the flow, and then save your changes.

Add a Get Records element to retrieve the recipient's email address.