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Automate Your Business Processes
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            Send an Email from a Flow

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            Send an Email from a Flow

            Send an email from a flow by adding your email content directly in the Send Email action. You can send an email to any email address, and use merge fields from any object.

            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 an existing email template to a contact, lead, or person account, see Send an Email from a Flow Using an Email Template.
            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.

            Create the flow that sends your email and add your email content in Body.

            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 a Send Email action element.
              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 Welcome 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 Contact, and then search for and click Email.
              4. To add your email content, click Compose Email Content.
              5. For Subject, enter a subject for your email. For example, Welcome to Our Company.
              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 $Record 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. For the Rich-Text-Formatted Body value, click True.
                Send Email Action element configuration with a sample email body and Rich-Text-Formatted Body set as True.
              8. Optionally, add functionality to your email such as logging the email to a record or sending an attachment.
                For all options and more information, see Flow Core Action: Send Email.
            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.
              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.
            • Send an Email from a Flow Example
              This example uses the Send Email action to send an email to a new contact. Your sales reps might forget to email new customers to welcome them, so you want to email the new contacts automatically with a flow.
             
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