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Set the meeting url using a flow

This is an example of how to setup a very simple flow which adds a Teams url to a Reservation once it’s created

  1. Go to Setup > Flows and create a new Flow

  2. Select Record-Triggered Flow

  3. Select Reservation as the object, leave the defaults and at the bottom select “Include a Run Asynchronously path to access an external system after the original transaction for the triggering record is successfully committed”

  4. Create a Reservation Collection variable

  5. Under Run Asynschronously, click the +

  6. Create an Assignment as follows

  7. Next, add an Action

  8. Select Create Teams meetings for list of reservations

  1. Set the input value reservations to your Reservation Collection

  2. By default, the following mappings will occur:

    1. Teams Meeting Subject: the title of the Reservation

    2. Teams Meeting Start Time: the start datetime of the Reservation

    3. Teams Meeting End Time: the end datetime of the Reservation

  3. Save and activate the flow

  4. The flow will now fill the “Teams_Join_Url__c” field on the Reservation object asynchronously depending on your configuration.

Users that need to generate a Teams link for their reservations should also have the permission set assigned that you created in the previous step in order for this flow to run correctly, so make sure to add or assign these permissions to the right users.

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