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Email Action for Integration Procedures
An Email Action sends the specified email. You can either specify all the email field values or use a Salesforce email template.
-
To use an email template, view it in Email Template Builder and copy the ID from the URL. The ID looks something like this:
00X4N000000aCE5UAM\ - When using a template, you can specify Contacts as recipients using their IDs.
- To specify email values, deselect Use Template.
Property |
Available if Use Template Is Checked |
Available if Use Template Is Not Checked |
Supports Merge Fields |
Description |
|---|---|---|---|---|
Use Template |
Yes |
Yes |
No |
Uses a Salesforce email template if checked. The property determines which other properties are available. |
To Email Address List |
No |
Yes |
Yes |
Specifies the recipients in the TO field of the email. Click Add Recipient to add each email address. The property accepts a maximum of 100 addresses. |
CC Email Address List |
No |
Yes |
Yes |
Specifies the recipients in the CC field of the email. Click Add Recipient to add each email address. The property accepts a maximum of 25 addresses. |
BCC Email Address List |
No |
Yes |
Yes |
Specifies the recipients in the BCC field of the email. Click Add Recipient to add each email address. The property accepts a maximum of 25 addresses. |
Email Subject |
No |
Yes |
Yes |
Specifies the subject line of the email. |
Email Body |
No |
Yes |
Yes |
Specifies the body of the email. |
Set HTML Body |
No |
Yes |
No |
Determines whether the Email Body is read as plain text (not checked) or HTML (checked). |
Org Wide Email Address |
Yes |
Yes |
Yes |
Specifies the sender in the FROM field of the email. The address is assumed to represent the entire org. If not specified, the default sender is the user who invoked the Integration Procedure. See Organization-Wide Email Addresses in Salesforce Help. |
Select Email Template |
Yes |
No |
No |
Specifies the Salesforce email template to use. Enter the sObject Id, then select the template from the dropdown list. |
Email Target Object Id |
Yes |
No |
No |
Specifies the Id of a Contact, User, or Lead with an email address. |
What Id |
Yes |
No |
No |
If you specify a Contact in the Email Target Object Id field, the property ensures that merge fields in the template contain the correct data. See the Salesforce Email API documentation for more information. |
Save As Activity |
Yes |
No |
No |
Saves the email as an activity record on the recipient’s page in Salesforce if checked. |
Content Versions |
Yes |
Yes |
No |
Specifies the Id of a ContentVersion sObject that is included as an attachment. |
Select Document Attachments |
Yes |
Yes |
No |
Specifies the Attachment sObjects to add to the email. |
Attachment List |
No |
Yes |
Yes |
Specifies a node in the data JSON that contains a list of attachment Ids. |
