Flow Element

Email Alert Through Flow Element | Salesforce Guide

There are two ways to send an Email Alert to anyone.  

1. Standard Email Alert: In this type of email alert, we have to make a “Classic Email Template” or “Lightning Email Alert” by which we can automate. 

Process:- 

  • Go to Setup and search for Email Alert click on Email Alert in Workflow Action after that here you find the “All Email Alerts” page. 
  • In the All Email Alert page Click on New Email Alert.  
  • After making a new email alert head toward Flow, now search for flow in quick find and click on Flows. 
  • In Flow, you can select Object. 
  • In flow canvas select Action element. 
  • In Action element you find two filters, choose Type in the filter. 
  • In Type filter select Email Alert and search for your email alert name which is you made in the previous step. 

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2. Compose Email Alert Directly in Flow: In this way of sending email alert we create email alerts directly into the flow and automate that. 

Process: - 

  • Go to into Setup and search for flow in quick find and click on Flows. 
  • In Flows select record trigger flow then Choose an object and then choose Action Element 
  • In Action element you find two filters, choose Type in the filter. 
  • In Type filter select Core Action 
  • Search for Send Email and click on that. 
  • Here Fill in Important Field and Save. 

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Body: The email's body text is composed of the following text. The email is sent in plain text format. The HTML formatting is ignored. 

Subject: In this section Write the subject of the Email.  

Email Addresses (collection): Enter the email address of the Recipients of the email. This is an Optional criterion. 

Email Addresses (comma-separated): Enter the email addresses of the Recipients, separated with a comma, of the email. This is also an Optional criterion. 

Sender Address: The email is sent from the organization-wide email address. Only if the Sender Type is OrgWideEmailAddress is this field required. 

Sender Type: The email's From and Reply-To addresses are both the same email address. This is also an Optional criterion. The following are valid values: 

  • CurrentUser: User email address who is running flow. 
  • DefaultWorkflowUser: Default workflow user Email Address. 
  • OrgWideEmailAddress: Sender Address specifies the email address for the organization-wide. 

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