Important: This flow process is applicable if you have the AP Automation Payment Services feature.
Overview
If a Payment fails on a Cash Disbursement, use this flow to receive an email alert regarding the failed payment.
Best Practice: Salesforce recommends that you set a Default Workflow User.
Complete the steps below to use this flow.
- Click the Gear icon and select Setup.
- From the Quick Find textbox, enter Flows. Then, select Flows.
- Click the Payment Services – Payment Failure Alert flow.
- Click the Toolbox icon.
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Edit the CCEmailAddresses and RecipientEmailAddress variables to set the desired value in the Default Value textbox.
Note: Click here to view the above image in full screen.
- (Optional) Click EmailSubject or PaymentServiceEmalTemplate in the Toolbox to review or edit the subject line or the body of the email.
- Click Done.
- Click Save As New Flow, type a Flow Label and Flow API Name.
- Click Done.
- Click Activate.
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Summer '25 Preview 1 Release
This article is new with the Summer '25 Preview 1 release.
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