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Create Flows to Send Messages for Real-Time Location

Streamline your messaging process for Field Service Appointment Assistant by setting up flows that use the messaging components that you created.

Required Editions

Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
Available only if Digital Engagement is enabled.
User Permissions Needed
To open, edit, or create a flow in Flow Builder: Manage Flow
  1. From Setup, in the Quick Find box, enter Process Automation, and then select Flows.
  2. To Create the En Route flow, click New Flow.
  3. Select Record-Triggered Flow, and click Create.
  4. In the Configure Start window:
    1. In Object, enter Assigned Resource.
    2. In Trigger the Flow When, select A record is updated.
    3. In Condition Requirements, select All Conditions Are Met (AND).
    4. For Field, enter LocationStatus.
    5. For Operator, select Equals.
    6. For Value, enter EnRoute.
    7. In When to Run the Flow for Updated Records, select Only when a record is updated to meet the condition requirements.
    8. Click Done.
  5. Add a collection variable for the Messaging User object. This collection variable is populated with a list of messaging user record IDs based on your criteria. For example, you can configure your flow to send an automated message to a subset of messaging users based on channel and consent status.
  6. Add an action to the canvas. The New Action window opens.
  7. Select the Send Conversation Messages action and complete the fields.
    • In Messaging Users, select the collection variable that you created.
    • In Messaging Component, select your new messaging component. Make sure that the component status is Active on the Messaging Components page in Setup.
    • Select Any Time for when to send the message.
    • Select Yes, apply Messaging End User settings for end user’s consent preferences.
    • In Session Longevity, select Yes, End Session Immediately if the end user doesn’t need to respond in this messaging session.
    You can use values from earlier in a flow to set inputs for the message. If the action fields don’t contain valid inputs, the flow fails.
    Send Conversation Messages flow action
  8. Click Done.
  9. Save and activate the flow.
  10. To create the Approaching Messages flow, repeat these steps with a few changes.
    1. In step 4:
      • In Condition Requirements, select All Conditions Are Met (AND).
      • For Field, enter LocationStatus.
      • For Operator, select Equals.
      • For Value, enter LastMile.
    2. In step 7:
      • In Messaging Component, select the messaging component that you created for Approaching messages.

The limit for active flows per flow type is 2,000. To help troubleshoot flows, turn on flow debug logs.

See Also