Thank you for this very clear video! I like how you also showed off how to create a Task record so that you can keep an entry in the Activity Timeline about this email getting sent.
@@paceyourself_ The flow is actually pretty simple, but I spent a lot of time thinking there is no way it could be that simple. It would be nice to see how someone else would do it. I ended up creating a formula field on the object to act as the entry criteria. (It's been 5 days since activity.)
You can copy the email as text on the task description but this won't reflect the merge fields. There are other options to do this that may work for you that may use apex. But that's not my expertise.
@@paceyourself_ I might be wrong, but I think Flow could create a record of the Email Message object. It probably has the same kind of merge field limitations as the Task record creation that you show.
