This article is the second part of Schedule triggered flow to send notification to loan officers two days prior to the closing date of any loans owned by them. In Schedule triggered flow to send notification Part 1 – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com), we have created a custom notification which can be used in our flow.
- In the Flow Builder window, after the ‘FetchLoanswithclosedate’ element, incorporate an additional ‘Get Records’ element of type ‘Action.’
- Choose ‘Custom Notification type’ as the desired object type for the ‘Get Records’ element.
- Since we need to send as much notifications as the loan records, we have to iterate it within a loop.
- Create a text variable resource to store the recipient ids of the users to whom the notification is to be sent.
- Now the UserRecordId variable will be assigned the OwnerId of the Loan record for every iteration. The value of the previous iteration will be removed at each step and then the new value will be added.
- Below the ‘Assign’ element, choose the ‘Action’ element and opt for ‘Select Custom Notification.’
- Label the action as “Send Notification to Loan Officer.”
- Populate the Custom Notification Type ID.
- Create a custom notification with a specific title and content.
- Choose ‘UserRecordId’ as the recipient ID.
- Incorporate the Target ID by selecting the ID of the loan record currently being processed in the loop. This ensures that clicking the notification redirects the loan officer to the corresponding loan record page.
- Click “Done” to complete the configuration of the ‘Send Notification to Loan Officer’ action.
- After all the loan records are fetched and notifications are sent, the flow execution will end.
- Save the flow.
To learn more about schedule triggered flows, click Schedule-Triggered Flow Considerations (salesforce.com)
Take Five Consulting is a technology company, based in Virginia U.S., that specializes in the Mortgage Banking vertical especially LOS implementation and application development. Take Five Consulting creates and implement mortgage technology and software specifically for Mortgage Industry.
