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Send an Email from a Flow Using an Existing Email Template
Send an email from a flow using an existing email template that's created before you create the flow. With Email templates, you can reuse your email content in multiple flows. You can send emails to contacts, leads, or person accounts, and you can use merge fields from the recipient, the recipient's organization, and the sender records.
Required Editions
| View supported editions. |
Note If you want to send an email to a recipient by adding your
email content directly in the Send Email action see Send an Email from a
Flow.
This example assumes you've already created the email template. To learn about creating email templates, Create an Email Template in Lightning Experience
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 If you're following along in an existing flow, make sure the Send Email action
version is set to 1.0.1.
Now that you have your content in an email template, create the flow that sends your email.
-
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.
-
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..
- Configure the Start element if needed for the flow type.
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Add and configure a Send Email action element.
-
Click
, and search for and click Send Email.
- For Label, enter a name for your Send Email element. For example, Send New Contact Email. Let the API name autofill.
- 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.
- Add your email template. Click Use Email Template.
-
For the Email Template ID value, search or select the name of the email template that you
previously created. For example, click the Email Template ID field and
search for and click New Contact Email Template.
-
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.
-
Click
- Save and name the flow.
- To make sure that the flow works as expected, debug and test it by using different scenarios.
- To start sending emails, activate the flow.
- Send an Email Using an Existing Email Template Example
This example uses an existing email template to send a follow-up email to a new contact based on a case. It uses the Send Email action and an email template with merge fields that are populated by the recipient.
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