Overview
The Workflow "Send an Email Notification to Account Owner of Case on Update" is a record trigger flow designed to notify Account Owners when there is an update to a Case related to the Account Owner. This ensures that Account Owners are always informed about significant updates, allowing them to take timely actions.
How the Flow Works
1. Trigger Mechanism: The flow is triggered upon the creation of a new Case record in Salesforce.
2. Entry Criteria: Your Entry Criteria will be based on the Variable Inputs you select in the Swantide App. Note, the Variables you select here are the conditions and values you want to exclude from notifying your Account Owner when a Case is updated and related to their Account.
Additionally, if the related Account lookup is changed, the Account Owner of the Case will be notified, regardless of the Variables that were selected.
In this Example, I am saying that I would like the notify the Account Owner on an update to a Case as long as the Case Does Not have a Case Priority of "Low", Case Origin of "Phone" and Case Status equals "Closed". Additionally, the Account Owner will not be notified of Cases related to Accounts from the Cases they update as they will be the one updating them.
3. URL Variable: Lastly you will need to put in the URL of your Salesforce Environment so that we can link out the Account and Case record in the Email Notification that your Account Owner will receive.
