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Email Action Properties for Integration Procedures (Managed Package)
For the managed package runtime, these properties are unique to or function in a unique manner in Email Actions. An Email Action sends a specified email. You can specify all the email field values or use a Salesforce email template.
This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.
Many of the properties support either literal values or merge fields, which let you pass input or a value from another step.
Property |
Description |
|---|---|
Use Template |
If checked, uses a Salesforce email template. The property also determines which other properties are available. |
To Email Address List |
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. Supports merge fields. Available if Use Template isn't checked. |
CC Email Address List |
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. Supports merge fields. Available if Use Template isn't checked. |
BCC Email Address List |
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. Supports merge fields. Available if Use Template isn't checked. |
Email Subject |
Specifies the subject line of the email. Supports merge fields. Available if Use Template isn't checked. |
Email Body |
Specifies the body of the email. Supports merge fields. Available if Use Template isn't checked. |
Set HTML Body |
Determines whether the Email Body is read as plain text (not checked) or HTML (checked). Available if Use Template isn't checked. |
Org Wide Email Address |
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. Supports merge fields. Always available. |
Select Email Template |
Specifies the Salesforce email template to use. Enter the sObject Id, then select the template from the dropdown list. Available if Use Template is checked. |
Email Target Object Id |
Specifies the Id of a Contact, User, or Lead with an email address. Available if Use Template is checked. |
What Id |
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. Available if Use Template is checked. |
Save As Activity |
Saves the email as an activity record on the recipient’s page in Salesforce if checked. Available if Use Template is checked. |
Content Versions |
Specifies the Id of a ContentVersion sObject that is included as an attachment. Always available. |
Select Document Attachments |
Specifies the Attachment sObjects to add to the email. Always available. |
Attachment List |
Specifies a node in the JSON data that contains a list of attachment Ids. Supports merge fields. Available if Use Template isn't checked. |
