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.
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 |
- From the Elements panel, drag Update Records onto the canvas.
- Enter a name, such as Update Service Appointment Object and an API name, such as Update_Service_Appointment_Object for the element.
- Select Use the service appointment record that triggered the flow.
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Under Set Field Values for the Service Appointment Record section, add the Comments
field and the {!ServiceResourceName.Name} value.
Note If you’re using a custom field to populate the service resource name, update the related email template. - Click Done.
- Connect the Get Service Resource Name element with this Update Records element.
Create an Apex class for the Apex action to send email notifications with predefined templates.