Send Rich Text Emails Using Salesforce Flow

You may now send rich text emails via Salesforce Flows, which was introduced in the Spring '21 release. Previously, when sending an email using Flow's fundamental 'Send Email' action, you could only send plain text. To send a rich text email through Process Builder, you have to utilize a Classic Email Template of type Custom coupled with an Email Alert.

Following this upgrade, Flow is gradually becoming a one-stop-shop for all your automation needs, indicating that Salesforce expects to continue to improve Flow in future releases.

(If you've been using other automation tools like Workflow Rule or Process Builder, I strongly advise you to switch to Flow.)

With the introduction of the new rich text email format, you now have more options for sending emails from a Flow. You may now make your emails more appealing by presenting information in bullet points and making text bold or italic. You can also use photos to spice up your emails.

Because this is the most recent and one of the most intriguing aspects of the Salesforce Spring '21 release, I've written a quick guide to show you how to set it up. You'll learn how to send Rich Text Emails from Salesforce Flows in the following 15-20 minutes. This guide will show you how to:

Make a Flow That Is Triggered by Records
As the email body, create a Rich Text Template.
Activate and Save the Flow
Check your email delivery.

Don't forget to check out: Salesforce Flow Best Practices: Salesforce Flow Design Patterns

When the Flow is performed, basic HTML may be inserted into Text Templates and will render correctly.

When you change the entry menu from Plain Text to Rich Text mode, the rendered form of any HTML you typed in appears on the Text Template screen. There are no modifications to the underlying text when switching from Plain Text to Rich Text. Any HTML tags are transformed to internal rich text representations, and unsupported HTML elements are stripped away if you alter the text while it's in Rich Text mode (even if you merely click on it). It's worth noting that moving from Rich Text to Plain Text does not always result in the same result.

Because the Rich Text mode will insert and replace text, it will result in changes. In some circumstances, tags

Although certain unsupported HTML can be used in Cloud Flow Designer, it cannot be used in Flow Builder.

While some HTML is available in Flow Builder, it is not supported in running flows and should be avoided in general.

Some HTML tags, such as and, have the following characteristics:

You'll see them rendered in the Screen Builder if you paste them into Text Template when it's in Plain Text mode and then switch to Rich Text mode. When the flow is executed, however, they are currently disregarded.

Lightning Components can be used to create rich HTML with full styling.

We recommend generating or installing a Lightning Component if you want to use complicated or unsupported HTML in Flow Screens. All standard HTML used by modern browsers is accessible to Lightning Components.

If you don't do anything, the HTML from Flows created in Cloud Flow Designer will remain untouched.

Older Flows with unsupported HTML templates or display text can still be used to some extent.

If you open an older Flow with unsupported HTML in a text template or display a text field, you can use it as long as you don't click on the body of the text field or otherwise attempt to alter it while in Rich Text mode. (Doing so triggers a conversion process that removes any HTML that isn't supported.) This is explained in further depth here.) Keep in mind that: 1) Cloud Flow Designer will stop working when browsers stop supporting Flash, therefore if you have significant content in HTML forms that aren't supported in the 'Basic HTML' list above, we recommend that you either.

1) Use the rich text formatting toolbar or Lightning Components in your Flow displays to reformat your content.

2) The Flow runtime will soon stop supporting these HTML tags that aren't supported.

You may now send rich text emails via Salesforce Flows, which was introduced in the Spring '21 release. Previously, when sending an email using Flow's fundamental 'Send Email' action, you could only send plain text. To send a rich text email through Process Builder, you have to utilise a Classic Email Template of type Custom coupled with an Email Alert.

Following this upgrade, Flow is gradually becoming a one-stop-shop for all your automation needs, indicating that Salesforce expects to continue to improve Flow in future releases.

(If you've been using other automation tools like Workflow Rule or Process Builder, I strongly advise you to switch to Flow.)

With the introduction of the new rich text email format, you now have more options for sending emails from a Flow. You may now make your emails more appealing by presenting information in bullet points and making text bold or italic. You can also use photos to spice up your emails.

Check out another amazing blog by Arpit here: Debug and Deployment Tools in Salesforce

Because this is the most recent and one of the most intriguing aspects of the Salesforce Spring '21 release, I've written a quick guide to show you how to set it up. You'll learn how to send Rich Text Emails from Salesforce Flows in the following 15-20 minutes. This guide will show you how to: