Flow: Notify Customer Sales Rep when carrier clicks decline on tender email

Use case: We had a carrier click "Decline" on the tender email sent to him. The load went from tendered to unassigned, but no notification came to the broker. We want to notify the broker with a chatter post and notification when this happens.

Flow Label: Carrier Quote - Notify CSR of Rejected Status via Chatter Post

Description: When the carrier quote status is set to Rejected, a Chatter post is created to notify the customer sales rep. The chatter post will be in the Load record feed.

Record-triggered Flow

Configure Start

• Object: Carrier Quote

• Trigger the Flow When: A record is updated

• Set Entry Conditions: rtms__Tender_Status__c Equals Rejected

• When to Run the Flow for Updated Records: Only when a record is updated to meet the condition requirements

• Optimize the Flow for: Actions and Related Records

Post to Chatter element

1. Label: Post notification to Customer Sales Rep

2. Message: click in the field, then click + New Resource

   1. Resource Type: Text Template

The New Resource text template will open.

1. Enter an API Name, like ChatterPost

2. In the body, enter text for the Chatter Post. Here is an example.

   1. @[{!$Record.rtms__Load__r.rtms__Customer_Sales_Rep__r.Id}] {!$Record.rtms__Carrier_Service__r.rtms__Carrier__r.Name} has Rejected the quote for Load {!$Record.rtms__Load__r.Name}

   2. @ mention the customer sales rep

      1. In the Message field, enter @[].

      2. Place your cursor between the square brackets.

      3. Click Merge Field, navigate to the user who you want to mention, select the corresponding ID field, and click Choose.

         The field reference appears between the square brackets.

   3. Click Save or Done

3. Target Name or ID: {!$Record.rtms__Load__r.Id}

   1. This will post the Chatter notification in the Load feed.