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          Create an Email Action Example with Specified Fields

          Create an Email Action Example with Specified Fields

          In this example, an Integration Procedure accepts email, ccemail, subject, and message input parameters and uses them to compose and send an email.

          Note
          Note
          • Importing Omnistudio for Managed Packages data packs into Omnistudio orgs is supported, and conversion is automatic.

          • Importing Omnistudio DataPacks into Omnistudio for Managed Packages orgs isn't supported.

          To build this Integration Procedure:

          1. From the App Launcher, find and select Omnistudio Integration Procedures.
          2. Click New.
          3. Enter a unique name, type, and subtype for your Integration Procedure.
          4. Enter a description for your Integration Procedure.
          5. Save your changes. The Integration Procedure canvas opens.
          6. Add an Email Action component.
            • To open the Elements panel, click +, select Email, click Three dots, and select Details.

            • If you’re using the designer on a managed package, open the Available Components panel, and drag Email Action to the Structure panel.

          7. In the Email Action Properties tab:
            1. Deselect Use Template.
            2. Add these properties:

              Property

              Value

              TO EMAIL ADDRESS LIST

              Click Add Recipient and enter %email%.

              CC EMAIL ADDRESS LIST

              Click Add Recipient and enter %ccemail1%.

              Click Add Recipient again and enter %ccemail2%.

              Email Subject

              Enter %subject%.

              Email Body

              Enter %message%.

          8. To enter values for the input parameters, open the Email Action Preview tab.
            Under Input Parameters in the Preview tab, toggle between Edit as Params and Edit as JSON to specify the input parameters either in fields or as JSON.
            • To use Edit as Params, click Add New Key/Value Pair five times and add these input parameters in the Key and Value fields:

              Key

              Value

              email

              your_email_address

              ccemail1

              first_ccemail_address

              ccemail2

              second_ccemail_address

              subject

              Test Email

              message

              This email is a test.

            • To use Edit as JSON, add these input parameters as key-value pairs in a JSON object:

              {
                "email": "your_email_address",
                "ccemail1": "first_ccemail_address",
                "ccemail2": "second_ccemail_address",
                "subject": "Test Email",
                "message": "This email is a test."
              }
          9. Click Execute. In a few minutes, the test email is sent from your org to the specified recipients.
           
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          Salesforce Help | Article