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Automate Your Business Processes
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            Send an Email from a Process

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            3. Automate Your Business Processes

            Send an Email from a Process

            Easily send an email from a process by using an email alert. Email alerts are configured outside of the Process Builder and contain the standard text, list of recipients, and template for an email.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To create, edit, or view processes:

            Manage Flow

            AND

            View All Data
            Important
            Important Support and updates for Process Builder have ended as of December 31, 2025. This means that support won't be provided for any process and bugs in the Process Builder product won't be fixed. See Workflow Rules & Process Builder End of Support.

            After December 31, 2025, existing processes continue to run, and you can activate, deactivate, and edit them; however, we recommend using Flow Builder. To migrate existing processes, plan your switch to Flow Builder and use the Migrate to Flow tool. For new automations, create flows in Flow Builder.

            Before you begin:

            • Make sure that the email alert you want to call from your process exists. If not, create the email alert.
            • Understand the daily limits for emails sent from email alerts.

            You can use only email alerts that are associated with the same object that the process is associated with. The record that started the process is used as the starting point for any merge fields that are used in the email alert.

            After you’ve created an action and selected “Email Alerts” for the type, fill in the relevant fields to add the action to your process.

            1. Enter a name for this action.
              This text appears on the canvas and helps you differentiate this action from others in your process. The name truncates to fit on the canvas.
            2. For Email Alert, type two or more letters to search for the email alert that you want to use to send an email.
            3. Save the action.
             
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