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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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 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.
Is the email successfully sending when I use the flow’s Stack Exchange?
The email is successfully sending when I use the flow’s Stack Exchange Network Stack Exchange network consists of 179 Q&A communities including Stack Overflow, the largest, most trusted online community for developers to learn, share their knowledge, and build their careers. Visit Stack Exchange
Is Salesforce flow a one-stop-shop for automation?
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. (As a matter of act if you have been using other automation tools like Workflow Rule or Process Builder, my recommendation will be to move to Flow)
How do I use a flow email template?
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 use email templates in Salesforce?
If you need file access, we let you know.Open the record from which you want to send email.Click the Activity tab, then click the Email tab.To insert a template, click the Templates icon. Select the template you want and its contents appear. … Edit your email as needed, then preview and send.
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 send an email with a flow notification in Salesforce?
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 I enable email template builder?
To allow other users to create templates with Email Template Builder, give them the Access Drag-and-Drop Content Builder permission. Any user that can send can insert email templates made with Email Template Builder into an email or list email.
How do I view email templates in Salesforce lightning?
From the App Launcher, select Email Templates. Click New Email Template and enter a name. Click Select Folder, select a folder, and click Select Folder.
How do I manage email templates in Salesforce lightning?
From Setup, enter Permission Sets in the Quick Find box. Then, select Permission Sets.Click one of the standard permission sets, and click System Permissions.Click Edit, select Manage Public Lightning Email Templates, and click Save.
How can I tell where an email template is used Salesforce?
Go to email alerts and click on the column email template name to order the email templates and then you can search for you specific template. Then click on the email alert description to see which Wf rule is using the template.
How do I use Lightning email templates?
Click New Email Template.Enter the template’s name.Add a subject. … If you want, select an item from the Related Entity Type dropdown list. … If you want, select a letterhead from the Enhanced Letterhead dropdown list.Click Save.Click Edit.In the HTML Value field, compose the email to use as your template.More items…
How do I send a custom notification through a flow in Salesforce?
In Flow Builder, add an Action element to your flow. In the Action field, enter Notifications , and select Send Custom Notification.
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 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.
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.
