How to send Email from Salesforce Flow using new Send Email Action | Log Email from Salesforce Flow

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  • เผยแพร่เมื่อ 9 มิ.ย. 2023
  • In this video, you will learn about How to send email from Salesforce Flow with the new Send Email Action.
    New Send Email Action now Supports
    - Log an Email from Salesforce Flow
    - Use Email Templates to send Emails
    Part 2 -
    How to send email using Email Template - • Send Email from Salesf...
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ความคิดเห็น • 27

  • @salesforcegeek
    @salesforcegeek  10 หลายเดือนก่อน

    Part 2 -
    How to send email using Email Template - th-cam.com/video/t64XFNilvE0/w-d-xo.html
    Want to learn flows from basic - bit.ly/salesforce-flow-bootcamp

  • @maxperetz8827
    @maxperetz8827 ปีที่แล้ว

    thank you it is clear with good explaination!!

  • @shomailakhan2013
    @shomailakhan2013 ปีที่แล้ว +3

    Waiting for the second video where you show us adding email template id and merge fields. Huge thanks for this video

  • @divyagupta8431
    @divyagupta8431 7 หลายเดือนก่อน

    The new feature 'Log Email on Send' is not working for a record-triggered flow on User object.
    Any suggestions on how to send and log emails on change of username(User object).
    Thanks in advance!

  • @alejandromenesesleal3759
    @alejandromenesesleal3759 6 หลายเดือนก่อน

    Hey Shubham. Thanks for this video! I have a specific case that should send an email when a case gets a specific status. I was doing this via email alert, but when the customers ( They are not contacts in SF) replied back, they were creating new cases. How can I add this functionality of sending email, an Email Thread in the email body or subject, to enable the customers to reply back so that replay falls into the case and not create a new case?

  • @kotagirik3968
    @kotagirik3968 11 หลายเดือนก่อน

    Hi Shubham, thanks for clear-cut explanation. If the same opportunity, have multiple/extra email addresses and if those are optional, then how to send emails when the optional email is true/have an email address?

    • @salesforcegeek
      @salesforcegeek  10 หลายเดือนก่อน

      you need to use a decision element and according to your condition add different out comes
      note - at a time you can only send emails to 5 email ids only by core send email action

  • @jamilahmad1277
    @jamilahmad1277 8 หลายเดือนก่อน

    Can you guide how i can design an order confirmation template using salesforce email template builder? like order summary, price, total price, order number etc? how i will get these values etc? can you please give some guide or if you have any video related to this please can you share link?

  • @roopeshkummara3519
    @roopeshkummara3519 ปีที่แล้ว

    Could you please show by using the lightning email template id in email action. Please make sure to add the merge fields in lightning template and the record link as well. Waiting for that video.

    • @salesforcegeek
      @salesforcegeek  10 หลายเดือนก่อน

      Hey Roopesh checkout this tutorial - th-cam.com/video/t64XFNilvE0/w-d-xo.html

  • @bhargav458able
    @bhargav458able ปีที่แล้ว

    Hi, can you show me the trim logic before creating the record. Using flow

    • @salesforcegeek
      @salesforcegeek  10 หลายเดือนก่อน

      if you can elaborate on this i can see what i can do thanks

  • @abhishekpatil1957
    @abhishekpatil1957 ปีที่แล้ว

    Hello, Could you please tell how can I send an email to all the existing leads, contacts and accounts (STANDARD ) objects when a record is created in a CUSTOM object using flows?

    • @salesforcegeek
      @salesforcegeek  10 หลายเดือนก่อน

      please provide the complete requirement :)

  • @ChrisBowers280
    @ChrisBowers280 11 หลายเดือนก่อน

    Hi Shubham, I am running into an error with the Recipient Address List. It's expecting a list of emails, but I'm passing it a single email address. What do I need to do to resolve this for passing a single email address listed on the record?

    • @salesforcegeek
      @salesforcegeek  11 หลายเดือนก่อน

      Are you sure you are not using the recipient address collection ? Because address list can accept the single email

  • @shivkumar-ub9du
    @shivkumar-ub9du 11 หลายเดือนก่อน

    Sir, please explain how to send Email with attachment file file using flow dynamically.......if it is already done pls share video link

    • @salesforcegeek
      @salesforcegeek  10 หลายเดือนก่อน

      Can not be done with standard features either use unofficial salesforce better email component or create your own apex

  • @Ajay_Pratap_Yadav
    @Ajay_Pratap_Yadav 11 หลายเดือนก่อน

    where is part 2 of this, need to know how to use email template in email action

    • @salesforcegeek
      @salesforcegeek  10 หลายเดือนก่อน

      here is the part 2 th-cam.com/video/t64XFNilvE0/w-d-xo.html

  • @amrutagharat2799
    @amrutagharat2799 9 หลายเดือนก่อน

    Why u put in recipient address list as opportunity __r

  • @paolocavalli7
    @paolocavalli7 11 หลายเดือนก่อน

    Hi Shubham, I want to send the email to another user in Salesforce, not the account owner, how do I do that?

    • @salesforcegeek
      @salesforcegeek  10 หลายเดือนก่อน

      you need to fetch that user in get record element and use the email

  • @vijaykumarkr3956
    @vijaykumarkr3956 5 หลายเดือนก่อน

    How to add CC email in Email Action ?

    • @salesforcegeek
      @salesforcegeek  5 หลายเดือนก่อน +1

      not achievable with salesforce flow standard functionality either write Apex or use package send better email from unofficialsalesforce .com
      unofficialsf.com/send-better-email-flow-action/