Adam, can you explain to me how the flow knows to take the account id when the button is clicked and assign it to the account id variable? We never specify that anywhere and I'm just a bit confused. Thank you! Excellent videos!
Awesome question. To be honest, I have no idea. I used to think I had to pass the ID in a custom button with a custom URL. However, it seems that if you do an action/button like this then it can use the 'recordId' variable name as the record Id of the record the user clicked the button from. It's a great shortcut, but you're right, it's not documented anywhere I've seen!
Hello Adam ,It was so wonderful to learn flow with you . I made the exact replica of the flow but I am getting an message for ERROR Occurred : Probably Limit Exceed or 0 recipients . I have 2 recipients added in contacts for an Account . Appreciate if you can advise something about this error . I am doing this flow in my free dev org .
Sorry for the late late reply. Unfortunately with some of these things I need to see a bit more detail to try to debug it. I’d recommend using the debug feature in the flow so you can see the steps along the way and see what might be wrong. An idea might be that you aren’t referencing the record ids or pulling them into the flow right, hence the 0 recipients. Or that the loop isn’t pulling the emails for the recipient section? Hope you’ve figured it out by now though. Also, check if Lightning emails as well. Good luck
Hi Adam, fantastic video, I really like your humour and energy. I tried exactly what you did. I have the following questions. The received email showed all contacts in "to" as a group. Is there no way to separate them (send individual emails) and make them more personalized? Lastly, after adding a button in the account record page, I tried to execute the flow, but it returned an error (error element send) failed to find record, even though everything worked flawlessly when I debugged it. Any ideas?
Hi there, so it’s been a while since I did this, but I suspect the error might be related to the fact that you might have created a customer button as an ‘action’ that triggers the flow, but in doing that, it isn’t passing the record ID to you flow properly. You either use the very specific recordId reference in the flow, or create a customer url (see my url hack video) to pass the values for the variable in the flow in the URL string. On the first thing about sending individually and one by one to add a personal message, you could use a loop to go through the emails one by one and assign a message that uses dynamic field references. I can’t recall if I’ve done a newer video on Salesforce Lightning emails or not (I think so) . Hope that helps a bit
@@AdamFoyston Hi Adam, thank you for clarifying. Would love to see a video where you extend this to generate individual and personalized emails. Recording error, I will dig and try to find a solution for that. Thank you once again. cheers!
This video had gotten me closer to what im trying to do than many others. I'm new to Flows but trying to set one up to send an email to contacts of opportunities. If I want to send an email from different accounts using an email template I'm getting a "Missing required input parameter: SObjectRowId" error. I tried adding a AccoundId variable but still getting the error. IS there any way to set up this flow with an email template.
Hi Alina, not sure on that exact use case but check this video out which should provide the steps needed to do it: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-ozOBsHPExUE.html
Thanks for that video Adam. I've been looking for a Flow to send Emails to a bunch of Contacts using an Email Template but allowing the users to EDIT the template before sending. You mentioned you'll be making another video to incorporate Email Templates into the Flow. WIll the Template be editable (especially the Body) before sending? Our Templates have field place-holders that reference field values in the relevant records. Hopefully your example Template will too :-)
Hi there, yes something I'll look to do at some point but not for a bit. I would say that the way I would do it would be to set a default value in the Subject and Body screen flow fields. The default value can be pulled from the template in question that you search for using a get record function before and storing the values in a record variable (or individual text variables). Then the user already sees a value to change if they want, speeding up the process. Hope that helps. Thanks for the suggestion and feedback.
Hi there Julio - yes you're right. If you have Pardot or another tool a drip campaign would be best. This was just an example to get the ideas going for how to use flow. :)
Hi Adam, how would you suggest to send one email (the same one) to one dynamic recipient (account owner) and two static emails (our generic service and support emails)?
Create a formula variable in the Flow, and in that formula text, you comma separate the values for the dynamic field reference (account owner email) and then add the two static ones...example: {Account.Owner.Email}+","+"support@company.com"+","+"service@company.com" You can then use that formula in the recipients list value of the Email Alert. :)
Hi Adam I love your videos so much perfect end to end solutions! Question what if I’d just like the user to select from the collection, meaning I don’t want to send to the whole group but for the user to say select one person from a collection of a profile role is that possible instead of all?
Hi Julia, Thanks for the comments. On your question, that should defo be possible with Flows. Just need to detail out the requirement and plan out what you're trying to do and then build it out. From what you're describing I'm thinking you'll need a Screen Flow so that the user see a list of users/contacts and then select the ones to send the email to. Check out this video I did that goes through a cool add-on to a Screen Flow to display results for selection in a table form - hope it helps: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-qhd1qMUU6bY.html
Hi there, i think (from memory) that if you go to Setup > Chatter > Feed Tracking, you can go to the object in question and then turn on Feed Tracking on it. That should then have the updates to that record show in the chatter feed/activity. That's the best I can do without going on a google search - hope that helps :)
Hi, so I have to admit I haven't tested this but my educated guess is that it is limited by the standard license org default of 1,000 per day. The fact that you're doing it from a flow shouldn't matter as long as you follow the best practise of ensuring you use a loop which assigns the values for each email to a collection variable, then execute the send after the loop.
Thanks for this tutorial it was very helpful however my email collection has many email addresses and when I try to run I get error becasue there is a 5 email limit - yes 5!, my collection is like 60. So now I'm trying to figure out how to add another loop and count so that it sends 5 and sends another 5, and another until all are sent. Do you think you could add to this video how to do such a thing?
Yeah I discovered that myself too! Vote on it here: ideas.salesforce.com/s/idea/a0B8W00000GdYCtUAN/send-email-core-action-allow-5-recipients-if-sending-to-internal-usersgroups
Hello Adam, your videos are great ! I need to send some clients (about 80) and email with some terms and conditions and need to track that they click some kind of accept button. Is this possible in Salesforce ? Thanks a lot !
The answer is yes. Check out these links. One from Salesforce on Account Engagement and email link tracking based on your website sub-domains (the place you're wanting clients to click to - assuming it's one of your websites): help.salesforce.com/s/articleView?id=sf.pardot_emails_link_tracking.htm&type=5 And a great article form SalesforceBen (although doesn't go into link tracking): www.salesforceben.com/how-do-i-track-email-opens-clicks-in-salesforce/ Finally, I'd recommend getting in touch with your Salesforce Account Manager to help find the right solution (or raise a support ticket can be quicker) as I know in recent releases there have been new features added for certain licenses but there might be a need to buy Pardot or Marketing Cloud to do certain things you're looking for. Best of luck!
Thanks Adam, this was a great video. I'm wondering if you could send an email with multiple collections of email addresses (for example, one collection of contact emails and one collection of contact owner emails), or are we limited to just one collection of email addresses at a time?
Hi Kassy - I've not done it myself but you should be able to. At the end of the day, it's just a list of email you need, so simply run a number of elements to get and save all the emails you need from multiple objects or fields and store (add) them into the same collection variable. Best of luck :)
Hi there, I'm not aware of such a limitation. The limit should be dictated by the org you're in, usually in the thousands. However, let me know the error message you're seeing and I'll see if I can help :)
