Aug 8 • 🗣️Q/A DISCUSSION HUB
Salesforce Flow: Auto Case Update + Email on Status = 'Waiting for Customer'
Just built a simple but powerful Record-Triggered Flow for the Case object in Salesforce.
Trigger: When Status = Waiting for Customer🔧 Actions:
- Update Record Type to Customer Confirmation
- ✅Assign Case to “Waiting for Customer” Queue
- Send Email to Contact using a predefined template
🔍 Debug Log Highlights:
- Flow fired on Case update as expected
- OwnerId updated to Queue (Queue ID confirmed)
- Email sent successfully (emailSubject + emailBody verified)
- Debug used rollback mode, so no real data was changed
Issues I'm facing:
- Difference between Email Template + Email Alert vs Send Email action
- When to use each one effectively
- How to use merge fields correctly in templates
- Formatting limitations in the Send Email action
- Choosing the best option for consistent communication
4
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Salesforce Flow: Auto Case Update + Email on Status = 'Waiting for Customer'
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