How to send Email using Salesforce Flow? | Send email from Salesforce Record Triggered Flow
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- Опубліковано 5 січ 2022
- In this video, I created a scenario to let you know how to send email using Salesforce Flow although we are using Record Triggered Flows the process is the same for the other flows as well.
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A "Thank You" from Brazil dude, this video helped me.
Thank you
Great video! I was able to follow along perfectly and create a flow for the first time. Thank you Salesforce Geek!
Awesome Jay
if you are new to flows
Try our Salesforce Flow Course - bit.ly/salesforce-flow-bootcamp
We are covering from very basic
Thank you so much for creating this tutorial. You earned a subscriber.
Shubham, you rock! Appreciate your videos & it worked perfectly!
Thank you 😊
Thankyou Shubham!! I was waiting for this
Anytime 😀
Really Really thank you you solved my biggest problem I was stuck in this part for many days,can't sleep well from past days.
Anytime :)
This was super helpful, thank you!!
I’m glad this helps you 😀
I almost overcomplicated this. thanks for making this video lol, helped me in a pinch!
Glad it helps
Looking forward to seeing more videos
Coming soon!
Thank you! was so useful
I’m glad you liked it
good content. keep on going shumbham :)
❤️
Great video, thank you for sharing your knowledge
Glad it was helpful!
Helpful content, Keep it up bro🖐
Glad It Helped!
Hi there,
I am working on the similar scenario where I need to send an email notification when opportunity moves in 3 different stages.
Contract to compliance ,compliance to integrating,integrating to implemented.can you please help me with this.Do I need to create email templates or I can go with action as you showed in the video?
Do I need to use decision element?
Your help is much appreciated!!
Thank you very much!
Anytime :)
super explanation
Thank you so much 🙂
I LOVE U BROW
😍😍
Hi, your videos are really helpful, I got a quick question on this use case, I am not able to add the record link on the body, Could you please explain how to add the record link, thanks.
shubham,
I am in a similar situation, what is the difference is apart from Opportunity owner some other owners who were related to the product in the opportunity also needs to get a notification. to add further for each product we have a field called Product owner where the user details will be there. i couldnt get that field when using the Opportunity. do i need to user two flows by creating one for product and other for opportunity so that i can use one in another to get a notifiation??
Hi Shubman, thanks for info. Email recipient options via the core action is a bit more challenging then the usual methods in workflow emails. How would you for example have multiple recipients that might be both hard coded (e.g. specific email) and/or a systematic one (e.g. current running user). It doesn't seem to like these type of emails in comma separated fashion. Does this require collection variables of some sort?
I have exactly this issue too, was hoping to see more info on this here ://
Hey, I have the same question. Did you get any solution?
Thanks
Hi! Useful video!
But was wondering if we can actually attach file to this send email action?
I understand that attachment can be done if i use the email templates but it is difficult to include fields from different objects e.g. from opportunity, account and user objects. So i am trying to avoid email templates and alerts :(
I love your channel, Shubham. I will try to create an auto-response email for a new lead. I will try to see if I can figure out how to get the lead's email address instead of the lead owner's email address.
Thank you 😊
thank you for wonderful explaination. can you tell me how to do it using email templates?
Great video Thanks Shubham, how can we add attachment with the email using sf flow . TIA
Hi, I am new to salesforce. I have 2 questions.
I have a column in contact object called "Contact ID" as AutoNumber datatype. when I add a new contact for particular account name, I need to generate a Contact ID to the corresponding account name in auto number format(tc-co-001).If I add another contact for same account the auto number field should like this tc-co-002.but my question is the 001 in the auto number need to reinitiate for another different account name as ka-co-001.
If I delete a contact has contact ID (ex.tc-co-002).Whenever I add new contact corresponding to above account, the new contact ID should like tc-co-003 not tc-co-002.
.My requirement is do this with declarative manner using Flows
can we send email to customers also and their email address detail is in contact object. Can we do that also with this and how I can keep other person in BCC in the same email .
Thank you for your example. It was very useful.
Glad it was helpful!
Hii Shubham can you make a video for record trigger flow for whenever a account is created automatically contact and opportunity should be created.
I got a question for you: How can i automate some fields in a record right whe i am creating this recor. If I can give a example :
If I choose the school number one in the field school it will appear on the field monthly paymente the value: 500000 , but instead of i choose shool number one , i choose school number two in the field monthly payment will appear 300000. How can i do that?
Hi Shubham, Your videos very help full for learning. I have one question can we send attachments in the mail using flow ?? If yes please let me know thanks in advance.
With the standard email action you can’t but there is an alternate solution for that i.e Send Richer Email with the ‘Send Better Email’ Flow Action
unofficialsf.com/send-better-email-flow-action/
Hi Shubman,
I'm new to Salesforce. Thanks a lot for this video. I've created a flow sending an email as you did. However, I'd like to modifiy the information displayed in the email body. How can I do that without having to recreate it?
Many thanks.
In the left side of the flow builder you will get resource Manager button you need to click on it and then edit the body variable.
Hi Shubham, thanks for your videos. I have a question, can I send an Email to the related account email from this trigger?
Yes you can
I liked the content thanks for sharing good stuff. I have a question, How can we put images or logo in the body you have created?
from the template of the email. u can make changes.
Hi shubam with email how to send document
Do you have email relay setted up in this org? Because when im doing this example at trailhead playground, no email message is delivered.
Yes it’s already setup
Thank you for the tutorial, it's very resourceful. If I want to send the email to the opportunity owner, says 90 days before the opportunity expires, is there a way to do so?
You need to use scheduled paths in flows
How to add a record link inside the body of template .it should happen specific to orgs which we deploy this flow email
I have the same question.
I will soon create a video on this topic
@@salesforcegeek Apologies for being rude and not thanking you for thid great video. I had honestly spent 2 days trying to figure this flow out when I found this video and was burnt out. Awesome content will be looking forward to the next video!
Hi Shubham, Is there any limit that It can send only a number of emails in a transaction.
For example - I am Updating the opportunity in Bulk, will it work?
Not as such in my knowledge but I think so there would be a upper limit.
How to send the mail to Student when mail field populate from null
Using record triggered flow???
Nice video but you are using shorts cut key which you did not mentioned, How come beginners gonna knew it. Please specify the key short cuts if you are using it.
Those are videos cuts in editing of the video i'm not using any shortcuts
Hi, Is there any workaround to add CC recipients in Send Email Action?
Yes check this out www.google.com/amp/s/unofficialsf.com/send-better-email-flow-action/amp/
How can we send Email to a Public group using emailaction
Could you add a report as attachment in the email?
Would love to know how to do this as well
I am creating a flow using contact object, and would like to send an email both to the Contact (Record.Email) and the Contact Owner (Record.Owner.Email). How can I have them both in the Email Addresses? I tried using a formula and used comma between the two and it was giving me error.
Did you try getting both of them dynamically over comma separated action?
@@salesforcegeek I figured it out; a friend helped me. In the Email addresses (comma-separated) field, I had to create a New Resource>Text template, and pull the dynamic email addresses to the body, separated by a comma (just like in the Body field of the Email Core Action) :)
Great 👍
Hi Shubham. Thanks you so much for the content. Can we include Opportunity Link in the dynamic Body? We can always create template and have the opportunity link. Curious to know the Opportunity link in dynamic body. Please revert. Thanks in advance
Yes we can
Thanks for your revert. Can you please post solution for that as well. Thanks
Hi, I want know one thing like
All the trigger concepts, can we achieve without codding through flow??? is it possible anyone, please answer
TIA
Not everything you can do with flow there are tons of business logics which still need trigger.
"insufficient access rights on cross-reference id" this error is coming everytime when I'm trying to send email using flow or any automation rule......can you please help
You are using some invalid id somewhere in your flow for eg id wants userid but your passing any object Id please cross check the ids you are passing
I send an email like yours, but there is an error in the recipient's email. When I check it's okay. What is the problem? Thanks
What’s the Error?
How do you add the record detail link into the email body?
Hi bettina please refer this video Lead Assignment Automation from Salesforce Flow - Salesforce Geek
ua-cam.com/video/cmxd2MznvQo/v-deo.html
Hi
Can you please help or give a direction with flow for that exercise :
1. While updating "Color" field(Pick-list) under Cars object, the following process will be executed: In case "Red" value is selected, "Category"(Pick-list) field will be filled automatically with the value - "Mini".
2.When Contact's object records are updated, "Number of Updates" field(fornula) will be updated as the following:
The field should count the number of clicks on the "save" button in a specific contact record. Meaning, in every update, 1 will be added to the field's last value (every update: +1), For example:
Number of Updates = 5
After saving the Contact's record, "Number of Updates" field value becomes 6
and so on.
Thank you for helping
Your lessons are excellent.
please I have a question , how can I contact u
topmate.io/akashubhambhardwaj/85361/pay