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            Send an Email from a Flow Using an Existing Email Alert

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            Send an Email from a Flow Using an Existing Email Alert

            If you're using an email alert in a Workflow Process or Process Builder process, you can use the existing email alert in a flow. The email alert works the same whether it's triggered by a flow, a Workflow Rule, or a Process Builder process.

            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
            Note
            Note If you want to send an email using the email body in the Send Email action, see Send an Email from a 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.
            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.
            4. Add and configure an Email Alert action element.
              1. Click Add element plus icon, and then search for and click the name of your email alert. For example, click Hot Account Alert Owner.
              2. For Label, enter a name for your email alert element. For example, Email Account Owner. Let the API name autofill.
              3. For Record ID, search for and click the resource that holds the ID of the record associated with the email alert. For example, if your email alert's Object is set to Account, select a resource that holds an account record ID.
            5. Save and name the flow.
            6. To make sure that the flow works as expected, debug and test it by using different scenarios.
            7. To start sending emails, activate the flow.
              An email alert set up in a flow
              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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