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Create an Action to Send Service Appointment Notifications

Send email notifications with the appointment information to the assigned service resources and the related records.

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. In Flow Builder, from the Elements panel, drag Action onto the canvas.
  2. For Filter By, select Messaging.
  3. For Action, select Send Channel Message.
  4. Enter a name, such as Service Appointment Notification, and an API name, such as Service_Appointment_Notification.
  5. Configure the notification type.
    Field Value
    Engagement Channel Email
    Message Template ID Record ID of the email template, for example: 00XRM0000011a0t.
    Message Type Handler To send one email to all recipients, enter Appointment Confirmation Single Email.

    To send an individual email to each recipient, enter Appointment Confirmation.

    Note
    Note The message type handler generates and attaches the ICS file for the service appointment to the email template.
    Recipient IDs {!recipientIds}

    You can specify up to 10 records for the Contact, Account, Lead, or User type. The action element doesn’t support other record types.
  6. Turn on Related record IDs, and then enter {!relatedRecordIds}.

    You can store up to three related record IDs in the relatedRecordIds variable.

  7. Click Done.
  8. Connect the Set Related Records Assignment element with the Service Appointment Notification element.
  9. Save your changes, and then activate the flow.