Jared Matfess's Blog

Having fun with SharePoint, Office 365, and Microsoft Azure

Getting Salesforce Updates via E-mail with Microsoft Flow — February 10, 2019

Getting Salesforce Updates via E-mail with Microsoft Flow

This morning I woke to an excellent e-mail from Ragnar Heil paying me a compliment about a video I’d created about connecting to Salesforce using Microsoft Flow and then a question on how to take it to the next level. What Ragnar was hoping to accomplish was an e-mail when an opportunity is created in an account that he is interested in.

My starting point for figuring out how to do this was to first create a new Flow that grabs a single opportunity so that I could see the values, field names, etc. I logged into Salesforce, navigated to Opportunities, and then selected one for an account that I would want to “follow”. Next, I copied the Opportunity ID to my clipboard (it’s in-between the words Opportunity & View within the URL)

Lightning

My first step was “Manually trigger a Flow” so that I could kick it off and read the various values. The second action was “Get Records”. I added a Filter Query condition of ID eq ‘0061R00000m4IosQAE’ in order to pull back that single record.

Flow-Filter-Query

Next, I ran the Flow in order to see the values returned in order to help better understand the Opportunity object and the various columns associated with it.

Flow-Filter-Query-Run

Since I wanted to get Opportunities for a specific account I changed the Flow Trigger to be when a new record is created, pointed at the Opportunities Object Type, and filtered to just the AccountId for the customer I wanted to track: Record-Created-Account-Filter

From there you can create other actions such as send e-mails, write to Excel spreadsheets, etc.

Create a new Opportunity in Salesforce and watch your Flow fire! 🙂

Boston Code Camp 2017 Re-cap — March 27, 2017

Boston Code Camp 2017 Re-cap

I had a really great time presenting “Connecting Salesforce & Office 365 using Microsoft PowerApps & Flow”. For once the demo gods were kind to me as a I demonstrated creating leads from an Excel document, and generating Salesforce Tasks that get created in a SharePoint list, etc.

For those looking for slides – you can grab them here: Microsoft Flow O365 Salesforce

I also had a really great time joining some of my fellow Microsoft MVP’s on Betsy Weber’s panel for “How to become an MVP.” All in all a great event – kudos to the organizers, volunteers, speakers, and attendees that made it happen. Hopefully I’ll have the opportunity to present again next year.