To use Email Template in Flow, you need to go through two steps which are as follows. Create Email Template Firstly go to Setup-> search template -> choose Classic Email Templates -> click on New Template button. After that, select Text option for ‘type of email template’.
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How to create email templates in Salesforce?
Click Email Templates. It’s in the expanded options below “Email” in the sidebar to the left. If you are using Salesforce Lightning, click Classic Email Templates. Click New Template. It’s the above the list of email templates in the main section of the screen. There are probably a number of templates that the company has created already.
How to send email through flow in Salesforce?
We know multiple ways in Salesforce to send email so in this blog explain the simple steps to send email through flow. So you can add this steps as per your business use case to send email. Step 1 – Go to setup –> Search Flow in Quick Find Box –> Click Flows. Step 2 – In Flow page –> Click New Flow.
Can I customize the content of an email in a flow?
By using the standard Send Email action, you can customize the content or recipients using the variables you created in the flow. However, you cannot reuse the email action in other flows.
How do I set up email in Salesforce Lightning?
Salesforce Lightning is the new user interface for Salesforce that launched in 2015. Most new Salesforce users will use the Lightning interface, but many users still use the classic Salesforce interface. Click My Settings. It’s in the drop-down menu below your username. If you are using Salesforce Lightning, click Setup. Click Email.
Can you use a email template in flow Salesforce?
Now use Lightning email templates—including Email Template Builder email templates—in Salesforce automations, including email alerts, Flow, Workflow, Process Builder, Approval Processes, and more.
How do I add an email template to flow?
Firstly go to Setup-> search template -> choose Classic Email Templates-> click on New Template button. After that, select Text option for ‘type of email template’. Enter template name, keep the other defaults. For this example, we use Test Email.
How do I use an email template in workflow?
Steps to Complete Navigate to Admin > Workflow Management. Hover over the Workflow Definitions tab and select “Alert Email Templates”. In the modules dropdown list, select “Leads” and click “Create”. When composing the template, specific field variables may be inserted into the body.
How do I upload an email template to Salesforce?
Steps to follow for importing a custom HTML email template to SalesforceExport the HTML file from Liramail Editor. … Visit the Salesforce website and login to your account. … After following step 2, you will see the windows like the below image. … After clicking on Email. … After clicking on the Classic Email Templates.
Where do I find email templates in Salesforce?
Access Classic Email Templates If you don’t have permission to edit public templates, go to your personal settings. Enter Templates in the Quick Find box, then select Email Templates or My Templates—whichever one appears.
Can we use lightning email template in workflow?
You and your users can use the Lightning Email Template Builder directly (providing they use Lightning). It works with merge fields in email alerts, Workflow, Process Builder, Flow, Approval Processes and more.
How do I use classic email templates in Salesforce?
Create Text Email Templates in Salesforce ClassicDo one of the following: … Click New Template.Choose the Text template type, and click Next.Choose a folder in which to store the template.To make the template available for use, select the Available For Use checkbox.Enter a name in Email Template Name .More items…
How do I add an opportunity link to an email template in Salesforce?
Learn how to add a hyperlink to an image or text in email templates….Salesforce: Email Template with HyperlinkCreate the email template. Create the email template as per normal, add all merged fields needed.Case Number hyperlink. … Account Name hyperlink. … Sending Email.
How do I send an email template?
Create or change templatesOpen Gmail and click Compose.In the Compose window, enter your template text.Click More. Templates.Choose an option: To create a new template, click Save draft as template. Save as new template. … (Optional) To send an email, compose your message and click Send.
How do I add a template to Salesforce?
Create TemplatesClick Create.Hover over Template.Select a template type. When creating from an existing template, select the template to start creating from and click Select.Save the template.Complete required fields.Add content to the email.Save the email.
How do I use HTML email templates in Salesforce?
To create a custom HTML email template:From Setup, enter Email Templates in the Quick Find box, then select Email Templates.Click New Template.Choose Custom (without using Letterhead) and click Next.Complete the email template fields, and then click Next. … Enter the HTML source text (with HTML tags), and click Next.More items…
How do I create a custom email template in Salesforce?
Required Editions and User PermissionsDo one of the following: … Click New Template.Choose Custom (without using Classic Letterhead) and click Next.Choose a folder in which to store the template.To make the template available for use, select the Available For Use checkbox.Enter a name in Email Template Name .More items…
Can you use email alerts in workflow?
You can organize Email Alerts in Setup and reuse them in Workflow, Process Builder, and Flow Builder. If you don’t need to write a dynamic email, using Email Alerts would be the best option.
Can you reuse an email action in a flow?
However, you cannot reuse the email action in other flows.
HOW TO SEND EMAIL THROUGH FLOW IN SALESFORCE
Home . Lightning . Flow . HOW TO SEND EMAIL THROUGH FLOW IN SALESFORCE
HOW TO SEND EMAIL THROUGH FLOW IN SALESFORCE
We know multiple ways in Salesforce to send email so in this blog explain the simple steps to send email through flow. So you can add this steps as per your business use case to send email.
