Email Automation via Email Action Salesforce within 5 min

The Email action in Salesforce lets you send emails from flow within Salesforce. It is usually activated by a Flow. This allows you to send an email using an email template and attach files or specify recipients dynamically, depending on your needs.

Understand Send Email Action Salesforce

Understand Send Email Action Salesforce2

Email Action Parameters in Salesforce

Total Time: 5 minutes

Body

e1

The Message or body that you want to send to the customer or contact you write here.
Required if not using an email template.

Email Template ID

e2

a] First create an Email Template in your Org.
b] Then Copy the Email Template ID and Paste it here.
By the use of this ID, it will fetch the template that you created.

Refer to How to Create Classic Email Templates Salesforce

Log Email on Send

e3

Log Email on Send, automatically logs emails to a record Activity Timeline when using the Send Email action.

Recipient Address collection

e4

If you enable the option to log emails when sent, the system will record these email activities using an ID provided for recipient identification.
However, it won't directly connect these email activities to any specific records associated with the email addresses in the recipient list.

Recipient Address List

e5

This parameter lets you input a list of email addresses separated by commas.

Recipient ID

e6

This parameter is necessary when you're specifying an Email Template ID. It refers to the identification number of a lead, contact or person account record.

If you choose to log the email when it's sent, this parameter will identify the person to whom the email is sent and logged.

Related Record ID

e7

If log Email On Send is included, relatedRecordId is the ID of a secondary record to log the email to. In this case, relatedRecordId can’t be used to log an email if the recipient is a lead record. If emailTemplateId is included, relatedRecordId is the ID of the non-recipient record used to populate email template merge fields.

Rich-Text-Formatted Body

e8

{!$GlobalConstant.True}—Use rich text for the email body.
{!$GlobalConstant.False}—Use plain text for the email body. This value is the default.

Sender Email Address

e9

This means that when you're sending an email on behalf of the whole organization or if the sender is a guest user, you need to provide the email address that will be used to send the email.
This address should be specified as text and is mandatory in these situations.

Sender Type

e10

The type of sender that the email is sent from. Valid values are:
a] CurrentUser
b] DefaultWorkflowUser
c] OrgWideEmailAddress

Subject

e11

The subject of the email. if you’re using an email template. The email template overrides the entry in this field.

Kritik Garg

Kritik Garg

Freelance Salesforce Developer & Consultant

Kritik Garg is a highly skilled Salesforce developer and consultant with a proven track record of successfully completing projects of various sizes and complexities, from short-term assignments to long-term partnerships. He is the founder and CEO of Arrify, and is available to work on projects in the United States, United Kingdom, and Australia.
If you are looking for Salesforce Assistant, contact Kritik now.
Kritik has extensive experience working with various industries, including banking, healthcare, education, telecommunications, and manufacturing. He is an expert in Salesforce Sales, Service, and Marketing cloud, and is skilled in programming and developing various Salesforce features, such as APEX Programming, Lightning framework, VisualForce pages, Triggers, Workflows, Page Layouts, Roles, Profiles, Reports & Dashboards.

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