Send Email from Salesforce Flow using Email Template with Send Email Action | Salesforce Geek
ฝัง
- เผยแพร่เมื่อ 2 ก.ค. 2024
- In this video, I created a scenario to let you know how to send email from Salesforce Flow using Email Template with Send Email Action.
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love you man, huge thanks for this video
Anytime :)
Hi, I tried to the same data in the email template is blank. Do you know how I can resolve it?
Hi, thank you for your tutorial, i am creating a flow triggered on the case object, but when I try to change the status after activating the flow, I get this error: "insufficient access rights on cross-reference id" can you help please?
Hi Need an help, I need to send email action while i edit lwc datatable in flow need fetch those data into flow send an email to user then update records in flow
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Hey Shubham, thank you for this amazing step-by-step guide. I have a question regarding Use Line Breaks setting. I have it in sandbox but not in Production. My Sandbox is on Winter'24 but Production is still on Summer'23, do you think that's the reason for absence of Use Line Breaks in Production? Or is there a setting I am missing in Production? I would highly appreciate your input.
Hi @salesforcegeek, thanks so much for this tutorial. Have you try this with an object other than the standard (opportunity, contact, case, etc..)? I have a flow that is triggered by deliverables (NPSP custom object - npsp__Grant_Deadline__c), I'm currently using a text template within the flow for the emails's body/subject, but I want to use the Email Template. I'm either getting the "Recipient ID is required when using templates" or "insufficient access rights on cross-reference id" errors because I don't really know what to put on the required "Recipient ID".Do you have any ideas on what I should do here?
I am having this same problem, and I don't think there's any way to leave Recipient ID blank, even though it is not used for my process. Looks like I will have to stick with manually having the body and subject filled out in the flow, unless you have found a solution to this?
hello dear , i want to send email when opportunities is create using screen flow
Using for Opportunity object .But still getting cross reference id error .Any idea?
Amazing. Thank you! Does this work with classic email templates as well or only lightning email templates?
Yes, absolutely
Hi, thanks for sharing this tutorial. I am trying to add the Edit In Builder Button. Have been into Permission Sets and got lost ! Do you have a video on how to do this ? Thanks
Hi Yes check this out th-cam.com/video/OjKlIjFd1Nc/w-d-xo.htmlsi=Li05tAgs1XALBG0M
I'm getting "WhatID is not available for for sending emails to userIDs" error. Can anyone explain why is it coming and how to solve this error?
hi, do you have to make any previous configuration to be able to send mails by actions?
No as such but if you are in Sandbox you need to consider few Email related settings
@@salesforcegeek if I am using a sandbox, what should be configured
If I want to send email from flow to more than 5 users at the same time. Is it possible with a workaround? Or just with an element from the unofficialsf?
Yes send Better Email Action pack I guess or write your own Apex Class and call it in Flow
Hey hi
will this work for custom object also
Please let me know how to enable email template builder
checkout this video th-cam.com/video/OjKlIjFd1Nc/w-d-xo.htmlsi=cfBYjBrs2stFbKgK
Hi, I tried to use the new Send Email on click of button on a record page. I need to use an email template but recipient id is mandatory. I need to send the email to external email address s0 there is no user/person record id to be used for the recipient id. In this use case, Send Email is not useful. I tried using Email Alert with email template. It works fine with external email address. However, I need to log the sent email to the record's activity history. Any idea on how it can be done? Thanks in advance.
You need to create a record of Email Message Object
@@salesforcegeek I tried creating a record of Email Message object and related to the record from where the email is being initiated. When I set the HTML body on Email Message record with HTML value from email template, I can see the email template in the history with the values data like 'Hi {!Object.FirstName} {!Object.Last Name}...'. I don't the actual sent email with actual values for the fields/properties. Any advice on logging the actual sent email with appropriate values?
@salesforcegeek could you please let me know if you have any idea/suggestion for my issue?
suppose thare is an object called 'round' and it has a field 'date and time' , how to schedule it to trigger before 3 hours?
Use schedule Paths
I am getting this error when I use an email template in my flow. "Error Occurred: insufficient access rights on cross-reference id". I have the sys admin profile. I also created another test template WITHOUT any merge fields. Please help!!
@Salesforce Geek! Please help?
Hi May I know on which object you created the Email Template ?
Hii,
I did the same process, though the flow is working as well as the email template. But the mail that I am receiving from that email template is not having any data from the flow. Previously when I was using it as Email Alert action, the data were populated but now after using this email template directly in flow. the field values are not populated.
Is there something that I am missing? Can you give me your input un this scenario.
Thanks!!
Hey, have you got any solution for this? I'm also facing the same issue unable to populate merge fields using email template on the record triggered flow
@@sandhyac132 It's working for me now. I just needed to change the related record in the send mail action, and it worked
Hi, can you please tell how to set the sender type as organisation wide email. Thanks
In the
Sender Email Address - put the Org Wide Email Address
Sender Type - OrgWideEmailAddress
@@salesforcegeek It's working. Thanks much for the quick response
If i wanna send email to admin to notify a error in activation, data stream or segment?
Can you please let me know in details so that i can help
@@salesforcegeek
We need an email notification when the data stream has Publish Status in error, I followed the hands on added in the partner admin course, but it doesn't send the email in the tests we did
I am getting "Error insufficient access rights on cross-reference id" how i can fix it. I created flow over case object and want to send email to customer.
It will not work for Contact and Lead
@@salesforcegeek Are you saying that it will not work if we have contact fields in the email template?
If you want to send an email for a group, what do you need to change?
You need to fetch all the mails into a text collection variable also if you are planning to use core send email action you will not be able to send email to more than 5 recipients
Hi, can we include cc or bcc in the mail, is it possible?
No with the standard core send email action either use your own apex and call it from flow or use send better email package from unofficial Salesforce .com
Thank you@@salesforcegeek
getting error saveAsActivity must be false when sending mail to users. what should i do for clearing this error
same error I am getting. Let me know is the issue resolved for you and what solution you applied
@@radhikaborate9787 try disabling Log Email on Send in Send Email action
"Hi, thank you for your tutorial, but in the end, I get this error "insufficient access rights on cross-reference id". Do you know how I can resolve this? Thank you very much
Hi May I know on which object you created the Email Template ?
@@salesforcegeek Hi, the trigger starts from the "Lead" object, and the "Get Record" uses "Email Template" as objects
Yes It's a known issue this will not work if you use Email Template on Lead or Contact with Salesforce Flow
@@salesforcegeek i just proved it on other objects and get the same error
I have queries about salesforce flow course.
1. Do we have any mentor who can clear our doubts in flows ???
2. I can see there are doubt sessions classes present in course curriculum , so once I bought this course, to understand something , do we have any live mentor or any class ??
1. We have alternate Saturday doubt Class but currently on hault because of a medical situation at my end but we will resume doubt classes from Mid July 2024
2. Yes you can ask your doubts but there will be more folks available so we need to give time to all of them accordingly.
@@salesforcegeek Thanks, I will learn the flows till that time but please resume the doubt classes asap
Hi There - Can you please assist me with this (see comment below)?
Yes just added my comments
Can we send it to external emails ??
Yes we can
@@salesforcegeek thanks man will try