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

แชร์
ฝัง
  • เผยแพร่เมื่อ 12 ธ.ค. 2024

ความคิดเห็น • 29

  • @salesforcegeek
    @salesforcegeek  ปีที่แล้ว

    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

  • @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

  • @maxperetz8827
    @maxperetz8827 ปีที่แล้ว

    thank you it is clear with good explaination!!

  • @alejandromenesesleal3759
    @alejandromenesesleal3759 11 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?

  • @divyagupta8431
    @divyagupta8431 ปีที่แล้ว

    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!

  • @jamilahmad1277
    @jamilahmad1277 ปีที่แล้ว

    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?

  • @worldofwomen3726
    @worldofwomen3726 2 หลายเดือนก่อน

    What is receipent address collection in send email

  • @kotagirik3968
    @kotagirik3968 ปีที่แล้ว

    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  ปีที่แล้ว

      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

  • @bhargav458able
    @bhargav458able ปีที่แล้ว

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

    • @salesforcegeek
      @salesforcegeek  ปีที่แล้ว

      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  ปีที่แล้ว

      please provide the complete requirement :)

  • @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  ปีที่แล้ว

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

  • @shivkumar-ub9du
    @shivkumar-ub9du ปีที่แล้ว

    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  ปีที่แล้ว

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

  • @paolocavalli7
    @paolocavalli7 ปีที่แล้ว

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

    • @salesforcegeek
      @salesforcegeek  ปีที่แล้ว

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

  • @ChrisBowers280
    @ChrisBowers280 ปีที่แล้ว

    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  ปีที่แล้ว

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

  • @Ajay_Pratap_Yadav
    @Ajay_Pratap_Yadav ปีที่แล้ว

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

    • @salesforcegeek
      @salesforcegeek  ปีที่แล้ว

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

  • @amrutagharat2799
    @amrutagharat2799 ปีที่แล้ว

    Why u put in recipient address list as opportunity __r

  • @vijaykumarkr3956
    @vijaykumarkr3956 10 หลายเดือนก่อน

    How to add CC email in Email Action ?

    • @salesforcegeek
      @salesforcegeek  10 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/

  • @222047
    @222047 หลายเดือนก่อน

    I tried doing this for the recipient, this triggers on the opportunity, and I get this error"
    Send_Email_Action (Action) - These email addresses are invalid: {!$Record.Owner.Email}. Use this format: user