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            Send an Email from a Flow with an Attachment

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            Send an Email from a Flow with an Attachment

            Create a flow to send an email from a flow with an attached file. This allows you to include files stored in Salesforce in your emails.

            Required Editions

            View supported editions.
            User Permissions Needed
            To open, edit, create, activate or deactivate a flow using all flow types, elements, and features available in Flow Builder, including Einstein and Agentforce for Flow: Manage Flow
            Important
            Important To send email from Salesforce, the Send Email action in Salesforce Flow requires domain-level and user-level email verification. Email delivery fails if either the user's email address or the email-sending domain is unverified. See Requirements to Send Email from Salesforce.
            Note
            Note If you're following along in an existing flow, make sure the Send Email action version is set to 1.0.1.
            • Send an Email with an Attachment in an Autolaunched Flow Example
              Use the Send Email action to send an email with an attachment to all employees living in a city. For example, you want to send an important update to all employees living in San Francisco and add attachments to your email.
            • Send an Email with Attachments in a Record-Triggered Flow Example
              When your sales team is ready to send out proposal documents to the contacts involved with the opportunity, use this example flow to automatically send an email with the attachments to those contacts. This flow stores the attachment IDs in a collection variable and then passes the collection variable into the Send Email action's attachment ID collection field.

            Upload a File

            Because you reference an attachment later in the flow, upload the file first.

            1. Upload the file.
              • To upload a file that isn't attached to a specific record, from the App Launcher, search for and select Files. Then click Upload Files.
              • To upload a file that's attached to a record, open the record. Then, in the Files related list on the record, click Upload Files.
              An opportunity record that shows an opportunity's attachment.
            2. Select your file and save your work.

            Create the Flow

            Now that you have your file uploaded, create the flow that sends your email.

            1. Open the Flows list view.
              • From Setup, in the Quick Find box, enter Flows, and then select Flows.
              • From the Automation app, select the Flows tab.
              • From the Flows tab in any Lightning app, click the actions menu and select Open Flow.
            2. Create the type of flow that you want to use.
              • From the Automation app, click New, then click the category, and then the flow type. For example, to create a record-triggered flow, click Triggered | Record-Triggered Flow.
              • From Setup, click New Flow, then click the category, and then the flow type. For example, to create a screen flow, click Screens | Screen Flow.
            3. Configure the Start element if needed for the flow type.

            Configure the Send Email Action

            Add and configure a Send Email action element in your flow.

            1. Click Add element plus icon, and search for and click Send Email.
            2. For Label, enter a name for your Send Email element. For example, Send Quote Email. Let the API name autofill.
            3. Configure the recipient information by entering a value or selecting a resource for Recipient Addresses or Recipient ID. For example, in Recipient Addresses, click Triggering Opportunity, and then search for and click Email.
            4. Add your email content. Click Compose Email Content.
            5. For Subject, enter a subject for your email. For example, Thanks for your business – Quote attached.
            6. For Body, enter the body of your email. To add merge fields, click Insert a resource... and search for and click the resource that holds the field you want to add. For example, click Triggering Opportunity, Account ID,Main Contact ID, and then First Name. You can view the text in rich or plain format by using the View as Rich Text or View as Plain Text options.
            7. If you want to send your email using rich text, for the Rich-Text-Formatted Body value, click True.
            8. For the Attachment ID value, search or select the file that you previously uploaded. For example, click the Attachment ID field and search for and click Sample Quote.
            9. Save and name the flow.
            10. To make sure that the flow works as expected, debug and test it by using different scenarios.
            11. To start sending emails, activate the flow.
              A flow with a configured Send Email action
              Important
              Important After migrating flows, always review and reconfigure the Send Email action to reference the new record IDs in the target Salesforce org. This step is crucial to avoid broken references and ensure that email delivery functions correctly.
             
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