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            Send a Plain Text Email from a Flow

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            Send a Plain Text Email from a Flow

            Send a quick internal plain text email from a flow. If you don't want any formatting or merge fields in your email, you can enter plain text right into a Send Email action in a flow. Your recipient can be any email address, including a secondary email address on a record.

            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. Click Add element plus icon, and search for and click Send Email.
            5. For Label, enter a name for your Send Email element. For example, Remind Reps to Close Tasks. Let the API name autofill.
            6. For Recipient Addresses, search for and click the name of the resource that holds you recipient's email address. For example, click Triggering User and then Email.
            7. For Subject, enter a subject for your email. For example, Task Reminder!.
            8. For Body, enter the body for your email. For example, Remember to close out your tasks by 5:00 PM today..
            9. For the Rich-Text-Formatted Body value, click True.
            10. Save and name the flow.
            11. To make sure that the flow works as expected, debug and test it by using different scenarios.
            12. To start sending emails, activate the flow.
              Send Email action configured with plain text body
              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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