How to use Email Template in Standard Salesforce Flow

By | October 6, 2021

In this blog, we will discuss how to How to Use an Email Template in Flow. To use Email Template in Flow, you need to go through two steps which are as follows.

Create Email Template

  • Firstly go to Setup-> search template -> choose Classic Email Templates-> click on New Template button.
  • After that, select Text option for ‘type of email template’.
  • Enter template name, keep the other defaults. For this example, we use Test Email.
  • Next, enter the Email Subject text.
  • Choose Recipient Type Object; for this example, we choose Contact object.
  • Similarly, choose Related To Type as Account object for this example.
  • Finally, click the Save button.
  • Choose the Edit Template button to change the content of the email body. We could use the merge fields in the content and subject
Email-Template
Email-Template

After creating an “Email Template”, we can use it to create an Email Alert to use it in the flow.

Create Email Alert

We will be using the Email Template created above in this email alert.

  • Firstly, go to Setup -> Search Email Alert ->Choose Email Alert -> Click new Email Alert.
  • Enter Description, Unique Name as you wanted for Example Test Email Alert.
  • Choose Object for Example Contact, note: -It is an object you use in the body of the Email Template.
  • You can select the template which is you have created above, for example, Test Email.
  • Now, Select the Recipient Email. You can use Contact Email, User, or whichever you want; you can select multiple email id and pass five additional emails.
  • Finally, click on Save Button.
Email-Alert
Email-Alert

Using the Email Alert in the Action In flow

After the above step, we can now Include the Email Alert in the Action in Salesforce Flow, and the steps for that are mentioned below.

  • Firstly, Go to Setup -> Search Flow->Choose Flows -> Click New Flow.
  • Secondly, choose the Type of flow you want to create; you can use any flow here as per your requirement. Click here... for a better idea of How to create flow.
  • Now to Include Email In the flow, Click on the Plus sign and Select Action.
  • Search for the email alert you have created, give label and API name, and provide object id.
New-Action
New-Action
  • Now, Click on Done.
Salesforce Flow
Salesforce Flow

Note:- Make sure to set Deliverability to All Mail

Using the details above you are able to create an email template and are able to use it in the flow.

We hope you may find this blog resourceful and helpful. If you still have concerns and need more help, don’t hesitate to get in touch with us at salesforce@greytrix.com.

About Us
Greytrix – a globally recognized and one of the oldest Sage Development Partner and a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners and Sage PSG across the globe. We offer Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that require apex code incorporation into the Salesforce platform.

Greytrix has some unique solutions for Cloud CRM such as Salesforce Sage integration for Sage X3Sage 100 and Sage 300 (Sage Accpac). We also offer best-in-class Cloud CRM Salesforce customization and development services along with services such as Salesforce Data MigrationIntegrated App developmentCustom App development and Technical Support to business partners and end users. Salesforce Cloud CRM integration offered by Greytrix works with Lightning web components and supports standard opportunity workflow. Greytrix GUMU™ integration for Sage ERP – Salesforce is a 5-star rated app listed on Salesforce AppExchange.

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.

For more information on our Salesforce products and services, contact us at salesforce@greytrix.com. We will be glad to assist you.

Related Posts