Let's say in Salesforce lightning I want to setup an automation email to all contacts of an Account, on a custom date field that is in "Account"
I know that I need to create a classic email template, an email alert, and daily-repeated flow to send it out. Right now I created a Classic Email Template.
My question would be when I create an Email Alert, should I select object "Account" ? and what would be the recipients type I should select?
I searched for a while and cant get the answer, my setup would be similar to this: Send Email To Related Contact of Account When Opportunity Close
But that case is regarding to "Opportunity" so it is not useful in my case.
If anyone knows some tutorial page for this I would appreciate it as well.
Thanks in advance for the help.
Regards, K
20230621 Update.
Here is my current setting:
Flow
Schedule Triggered Flow
Start Date: 06/19/2023
Start Time: 12:00:00
Frequency: Daily
Choose object and Filter Condition:
"Account"
Condition: (checkbox field, when senddate match today) Sendtoday = True
node 1: New Get Records-
Object:Contact
Condition: AccountID equals {!$Record.Id}
node 2: Loop
Collection Variable: {!get_Contact}
node 3: Action-
(Email Alert that set)
Record ID: {!loop.id}