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Email Alert Element
Send an email using an Email Alert action where you specify an email template and a static list of recipients. You add an Action element to your flow and search for the name of your already configured Email Alert action.
Required Editions
| View supported editions. |
Before you begin:
- Create a Lightning email template or Classic email template. Specify the recipient record in any merge fields you use. For example, you could use the contact record or the lead record. When you build the email Alert, you match the object to the referenced record in the flow. For example, if the email alert references the Lead object, use a lead record ID when configuring the element in the flow.
- In Setup, search for Email Alerts and configure your email alert. See Email Alert Actions in the Actions Developer Guide.
- Understand the daily limits for emails sent from email alerts.
- Determine which record you want to reference in the email and use that record's ID in the element. For example, if you’re sending the email to the contact that triggered the flow, use the ID of the triggering contact. Or, if you’re using a Get Records element to get the record that receives the email, use the ID of the record found in the Get Records element. If the email alert has merge fields, the referenced record is the starting point for those fields.
Add an Action element to your flow. Search for your email alert using the name of the email alert and select the email alert to configure. To filter the list of email alerts by a specific object, enter the API name of the object. The unique name for each email alert is prefixed with its object. For example, email alert emailAlert-Account.Owner_Changed is associated with the Account object.
Set Input Values
| Field | Description |
|---|---|
| Record ID | Select a resource that contains the ID for the record that you want the email to reference. If the email alert uses merge fields, this record is the starting point for those merge fields. This field accepts single-value resources of any type. The value is treated as text. The object of the referenced record must match the object of the email alert. |
Usage
At run time, the email isn’t sent until the interview’s transaction is completed. Transactions are complete when the interview either finishes or executes a Screen, Local Action, or Wait element.
Flow Builder displays email alerts from managed packages only if the email alert isn’t protected.
