Opportunity Example

Make Text Templates

A Text Template is a great way to prepare a formatted message, especially if we want to construct a piece of text using values from other resources such as Records and other variables.

  • From Salesforce Setup, navigate to Flows using either Quick Find or Process Automation > Flows. Create or Edit a Flow.
  • Open the Toolbox on the left-hand side of the screen, click New Resource.
    • Resource Type: Text Template
    • API Name: give it a descriptive name.
    • Description: describe what the message will be when "assembled"
    • Body: View as Plain Text, then assemble the message.

Read more about Markdown options available.

Salesforce Screen Flow prompt for a New Resource (variable). Demonstrates building a formatted message.

Add Action to Flow

Determine where in your Flow the Notification should be sent, and then add a new Element.

  • Search for Teams to quickly narrow the list.
  • Pick one of the 3 Teams Actions. For our example we will go with a Structured Notification.
    • Label: Often best to specify who is getting the notification.
    • API Name: Let it autofill
    • Description: Tell your future self with a terrible memory why this notification is being sent
Salesforce Flow screen, showing a user searching for an MS Teams action to send a notification.

Configure the Message

The rest of the values are for the notification itself.

Populate them as needed. As a starting point, we've included some values below.

  • Title: {!$Record.Name} - Opportunity Closed Won Alert
  • Message: {!txtClosedWonMessage}

Facts aren't required, and you can populate any combination. They end up being displayed in a table within the notification. The first 3 are the first column of key-value pairs, with the last 3 being the second column.

Note: you can use Text Template variables anywhere here if things start getting crazy.

  • Fact Title 1: Account Name
  • Fact Value 1: {!$Record.Account.Name}
  • Fact Title 2: Amount
  • Fact Value 2: {!$Record.Amount}
  • Fact Title 4: Commission
  • Fact Value 4: {!$Record.Commission__c}
  • Fact Title 5: Lead Source
  • Fact Value 5: {!$Record.LeadSource}

Actions are Link Buttons that appear at the bottom of the notification, ideal for taking the user to records either within Salesforce or another platform.

  • Action Label 1: View Opportunity
  • Action URL 1: %%ORG_URL%%/{!$Record.Id}
  • Action Label 2: View Account
  • Action URL 2: %%ORG_URL%%/{!$Record.AccountId}

With everything populated, time to Save and Test!

Salesforce custom action, prompting a user to provide details for sending a message.