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Sending Emails from a Flow
Send emails to your customers, partners, and employees automatically in a flow. There are several different ways to send an email from a flow depending on who you want to send your email to and how you want your email content to look. Determine the best way to send your email based on the functionality that you need.
Required Editions
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 to make sure that email delivery functions
correctly.
Note If you have Marketing Cloud Growth, Salesforce Pro Suite, or
Salesforce Starter editions, and you want to send a marketing email to an audience segment,
see Examples of Campaign Use Cases in Marketing Cloud
Growth and Learn About Salesforce Starter and Pro Suite.
Choose Your Approach
The right method depends on your email content, your recipients, and whether you need to reuse or log the email. Find your scenario in the table and go to the corresponding topic.
| If you want to... | Topic | What you learn |
|---|---|---|
| Write your email content directly in the Send Email action and send to any address, using merge fields from any object | Send an Email from a Flow | Create a flow, add a Send Email action, compose your subject and body inline, insert merge fields from Salesforce resources, and activate. |
| Reuse a pre-built email template and send to contacts, leads, or person accounts | Send an Email from a Flow Using an Existing Email Template | Select an existing Lightning email template in the Send Email action to share content across multiple flows. Use the Email Template Name (action version 3.0.1+) to avoid broken references when deploying across orgs. |
| Build reusable, richly formatted email content using a flow resource that draws merge fields from any record | Send Emails with a Flow Using Text Templates | Create a Text Template resource in the flow Toolbox, populate it with merge fields, then point the Send Email action's Body field at that template. The same template can be referenced by multiple Send Email actions in the same flow. |
| Send personalized marketing emails with content variables mapped to flow data (requires Data 360, Marketing Cloud Growth, or similar marketing edition) | Send Personalized Marketing Emails from a Flow | Add content variables to a marketing email template in a workspace, then map those variables to flow resources in a Send Email Message element to inject personalized data—such as a recipient name or date—at send time. |
| Reuse an email alert that was previously configured | Send an Email from a Flow Using an Existing Email Alert | Add the existing email alert as an action element in the flow and supply the required Record ID. The alert fires identically whether triggered by a flow, a Workflow Rule, or Process Builder. |
| Send a quick internal notification with static text and no formatting or merge fields | Send a Plain Text Email from a Flow | Enter a plain-text subject and body directly in the Send Email action. No template or resource setup is required. Recipients can be any email address, including secondary addresses on a record. |
| Attach a file stored in Salesforce to an outbound email | Send an Email from a Flow with an Attachment | Upload a file to Salesforce Files (or to a specific record's Files related list), then reference it by ID in the Send Email action's Attachment ID field. Includes a worked example using an autolaunched flow and a collection variable for multiple attachments. |
| Send an email and automatically create an activity record on a contact or related account | Send and Log an Email from a Flow | Set the Recipient ID field to a contact record or the Related Record ID field to a related account, then enable the Log Email on Send field. Salesforce logs the email as an activity on the specified records. |
IN THIS SECTION
- Send an Email in a Flow by Composing Content in the Send Email Action Element
Compose your email's subject and body directly in the Send Email action element, without an email template. You can send to any email address and use merge fields from any object in your org. - Send an Email from a Flow Using an Existing Email Template
Use an existing email template with the Send Email action to send consistent, reusable email content from any flow type. Email templates support merge fields from the recipient, their organization, and sender records, and can be reused across multiple flows. - Send Emails with a Flow Using Text Templates
Text templates create reusable email content with dynamic merge fields from any record. Send emails to any address and reuse the same template across multiple flow actions. This approach offers more flexibility than the standard Send Email body field. - Send Personalized Marketing Emails from a Flow
Add content variables to a marketing email template to capture personalized information, such as the recipient name and date. When building a marketing flow, map the variables to flow resources in a Send Email Message element to provide the personalized information. - 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. - 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. - 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. - Send and Log an Email from a Flow
Send and log an email to a contact record or a related account record from a flow using an email template that's created before you create the flow .
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