![]() ![]() This is going to be quite cathartic, I’ll be honest. Please check out my disclosure policy for more details. Hey, you have to pay for website hosting somehow. This means that I may receive a commission if you click a link and purchase something that I’ve recommended. Given that, it’s time to reflect on the process of creating it, and see what I can learn from the process, so that I can improve and make a better course next time.ĭisclosure: I recommend some products in this post, some of which contain affiliate links. It’s been in development for some time now, but on Tuesday last week, my most recent Pluralsight course, Mezzio: Getting Started, launched! Please note that this confirmation of your new account submission does not mean the account has been fully opened with Aperio.Last week, my most recent Pluralsight course launched! In this post, as well as shamelessly promoting it, I step through what it took to create it, including my online course creation process. We will get back to you with and any additional open items once your request and custodial setup have been reviewed. If there are any Dividend Reinvestment Programs (DRIPs) turned on for this account, please instruct the custodian to turn them off as soon as possible.Security Name Ticker Constraint Type Kawashima IndistriesKINDUSNo Buy Unless otherwise indicated by you we have set the account up in our system as follows:īenchmark: 70% Russell 3000/ + 30% MSCI ACWI ex USA Style Tilt: No Tilt Loss Harvesting: Standard Loss Harvesting Initial Investment Amount: 0 I’m sure I’m just missing a simple step, so please help me figure it out. Testing it, it works in the sense that the information is found and displayed correctly, but I have a formatting issue as the email doesn’t display a table, just the coding. This is great! You saved my bacon as I was clueless on how to post a table in an email sent from a flow. Thank you for being an awesome reader! Subscribe to ForcePanda to receive all the latest updates straight to your inbox. I hope you find this useful! I’ll catch you in the next one! ✌ You can also use subflows to make it reusable to some extent. ![]() You can get as fancy as you want by adding inline styling(CSS) to the table header and rows. ![]() To save you some work, I packaged the flow which you can install from here: What more can you do? Step 11: Send the email using Send Email action as follows. Step 10: Create a Text Template variable, emailBody as follows: Step 9: Use an Assignment element to ‘add’ ” ” to table variable. Step 8: Use an Assignment element to ‘add’ tableRow to table variable. Step 7: Create a formula, tableRow as follows: '' + + Step 6: Add a Loop element to iterate over all the open child cases. Step 5: Use an Assignment element to ‘add’ tableColumns to table variable. Step 4: Create a variable, tableColumns as follows: Step 3: Create a variable, table as follows: Step 2: Get all the open child cases using Get Records element. Step 1: Create a variable, parentAccount as follows. Let’s Rollįor reference, this is how the final flow should look like: We want to send a list of open cases, in tabular format, related to an Account to the Account owner. And with the help of this amazing feature, I’ll show you how we can embed table(s) containing related records data in our emails.įor some context, let’s take a simple use case. With Spring ’21 Salesforce introduced a feature that now allows us to send Rich Text Emails via flows. In this article, I’m gonna share something very cool which was not possible to do declaratively before Spring ’21. ![]()
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