How to send email from flow in salesforce


Send Email Using Salesforce Flow

  • Go to Home then search for Flows.
  • Click New flow to create new flow.
  • Choose, Record Triggered flow.
  • Then Choose Object, Opportunity.
  • Configure Trigger, when A record is updated.

To send email from your flow, either call an email alert action or create the email in the flow. Send an email by using a workflow email alert to specify the email template and recipients. The flow provides only the record ID. Send an email by specifying the subject, body, and recipients in the flow.


How do I create a mass email flow in Salesforce?

Create Your First Flow – Mass Emailing Contacts. 1 Step 1: Create a New Flow. First head to Setup > Process Automation > Flows (search for “Flow” in Quick Find). Select “Flows”, then click the “New … 2 Step 2: Add Variables. 3 Step 3: Build the Flow. 4 Step 4: Test the Flow. 5 Step 5: Create a Button. More items

How do I send an email in flow?

There is a standard Flow action called “Send Email”, where you can write the email directly in Flow. You can use a static string, a text template, or other resources in the Body and the Subject. Check out How To Use “Action” for detailed explanations of each field.

How do I create a flow in Salesforce?

Solution: You can create a Flow that will be triggered from an Account record and send an email to all the Contacts that are related to that particular Account. Users will simply click the button and the Flow starts – nice and easy! First head to Setup > Process Automation > Flows (search for “Flow” in Quick Find).

How to send rich text email in Salesforce process builder?

And to send an email in rich text, you had to use a Classic Email Template of type Custom along with an Email Alert to send it through Process Builder. After this enhancement Flow is slowly becoming a one-stop-shop for all your automation needs and it hints that Salesforce intends to focus on improving the Flow furthermore in upcoming releases.


How do I send an email with a flow alert?

Drag an Email Alert element onto the canvas. In the Email Alert field, select the email alert to configure. To filter the list of email alerts by a specific object, enter the API name of the object. The unique name for each email alert is prefixed with its object.

How do you send an HTML email flow from Salesforce?

How: Drag an Action element onto the canvas. In the Action field, enter Email , and select Send Email. By default, flow emails are sent in plain text. To send the body in rich text, include Rich-Text-Formatted Body, and set it to true.

Can we send email alert using flow in Salesforce?

You can quickly send an email from Salesforce Flow using an email alert as an action. Email alerts are configured outside of the flow and contain the standard text, list of recipients, and template for an email. To send an email from a flow, you must create the email alert first.

How do I email directly from Salesforce?

Send Email in Salesforce ClassicOn the Activity History related list of a record, click Send an Email.To change formatting type, click Switch to Text-Only or Switch to HTML.To use a predefined email template, click Select Template.Complete the fields.Click Send.

How do I automate emails in Salesforce?

If you want Salesforce to be able to send automated emails, it is not possible. You can set up an email template in salesforce and have it sent out automatically when triggered by certain events or criteria, but this is just one way that using salesforce as your email marketing tool can be beneficial for your business.

How do I send an email using process builder?

Search for Process Builder. Under Build > Create > Workflow & Approvals, click Process Builder. Click New. Enter a name for the process in the Process Name text box….Click Add Object.Under Object, select Email Message.Under Start the process, select only when a record is created.Click Save.

How do I use flows in Salesforce?

How do I create a flow in Salesforce?Open Flow Builder. … Select the Flow Type, then click Create.Drag the elements you want to use onto the canvas. … Connect the elements to determine the order in which they’re executed at run time. … Save your flow.

How do I use Subflow in Salesforce?

Use subflow input and output assignments to transfer data between the master flow and the referenced flow.From Setup, click Create | Workflow & Approvals | Flows and open a new or existing flow.From the Palette, drag the flow that you want to call onto the canvas.Enter the general settings for the subflow element.More items…

Can we use lightning 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 send an email from an object in Salesforce?

1:2131:24Part 1 How to send emails to related objects in Salesforce … – YouTubeYouTubeStart of suggested clipEnd of suggested clipEmail in salesforce the field type should be email. And you would be able to send emails to yourMoreEmail in salesforce the field type should be email. And you would be able to send emails to your related object. And again it’s generic in nature. It doesn’t need to be a standard object again as long

How do I send an email in lightning component?

Based on the folder selection, select the Email Template from the ‘Select Template’ dropdown menu resulting in the subject field and the mail body is automatically populated with the selected email template. (The subject field and the mail body can be customized). Add email addresses in the recipient field. Click Send.

Can you send an email from a task in Salesforce?

Email is available for all objects with activity enabled, such as leads, contacts, person accounts, opportunities, cases, and custom objects. Note If your company doesn’t have Enhanced Email enabled, Salesforce creates a task record instead of the email record.

Can you reuse an email action in a flow?

However, you cannot reuse the email action in other flows.

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.

How to send text in Salesforce?

As this is the latest and one of the interesting features of the Salesforce Spring ‘21 release, I have come up with a short guide to explain how to set it up. Within the next 15-20 minutes, you will learn how to send Rich Text Emails from Flows in Salesforce. This guide covers how to: 1 Create a Record-Triggered Flow 2 Create a Rich Text Template as Email Body 3 Save & Activate the Flow 4 Test the Email Delivery

Can you send an email in plain text?

Earlier, you could send email only in plain text when sending an email using Flow’s core ‘Send Email’ action. And to send an email in rich text, you had to use a Classic Email Template of type Custom along with an Email Alert to send it through Process Builder.

Step 1: Create a New Flow

First head to Setup > Process Automation > Flows (search for “Flow” in Quick Find). Select “Flows”, then click the “New Flow” button.

Step 2: Add Variables

All the variables you’ll need are detailed below. To create a variable, click “New Resource” under the Manager tab in your Toolbox.

Step 3: Build the Flow

Now that you’ve got your resources built, it’s time to use them in your Flow. The first thing you need to do is create the email itself; we’ll allow the User to input the content through a Screen element. To do this, move over to the Elements tab and drag a Screen element onto the canvas.

Step 4: Test the Flow

Before we activate the Flow and grant our Users access to it, we need to make sure it works. We’ll create some test data together first.

Step 5: Create a Button

We want to give our Users the ability to call this Screen Flow from an Account record. To do this, we’ll create a new Action on the Account Object.


Congratulations! You’ve now built your first Flow using Flow builder, and you’ve made it available to your users by means of an Action on the Account Page Layout.


Leave a Comment