Send Email from Salesforce Flow using Email Template with Send Email Action | Salesforce Geek

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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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Опубликовано:

21 июл 2024

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Комментарии : 67

@TheAudithor73 14 дней назад

Thank you man! Strong with you the Salesforce is!

@miranajjar1211 3 месяца назад

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?

@user-bn5bl7zo5y 4 месяца назад

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

@shaswatsood4595 9 месяцев назад

Hi, I tried to the same data in the email template is blank. Do you know how I can resolve it?

@Duck-p1n Месяц назад

love you man, huge thanks for this video

@salesforcegeek Месяц назад

Anytime :)

@user-et5bp8ix1u 6 месяцев назад

Using for Opportunity object .But still getting cross reference id error .Any idea?

@maralfreiji6871 6 месяцев назад

hello dear , i want to send email when opportunities is create using screen flow

@Sfnewbie29 9 месяцев назад

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.

@surenderreddy7977 5 месяцев назад

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?

@maidarider 7 месяцев назад

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?

@sevakohanian7335 Месяц назад

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?

@Charlie715P 9 месяцев назад

Amazing. Thank you! Does this work with classic email templates as well or only lightning email templates?

@salesforcegeek 8 месяцев назад

Yes, absolutely

@wienerzsolt 10 месяцев назад

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?

@salesforcegeek 10 месяцев назад

Yes send Better Email Action pack I guess or write your own Apex Class and call it in Flow

@user-bq8cu6dw7k 5 месяцев назад

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

@salesforcegeek 5 месяцев назад

Hi Yes check this out ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-OjKlIjFd1Nc.htmlsi=Li05tAgs1XALBG0M

@user-rj7oo2ci3c 9 месяцев назад

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.

@salesforcegeek 9 месяцев назад

You need to create a record of Email Message Object

@user-rj7oo2ci3c 9 месяцев назад

@@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?

@user-rj7oo2ci3c 9 месяцев назад

@salesforcegeek could you please let me know if you have any idea/suggestion for my issue?

@danyzom 10 месяцев назад

hi, do you have to make any previous configuration to be able to send mails by actions?

@salesforcegeek 10 месяцев назад

No as such but if you are in Sandbox you need to consider few Email related settings

@danyzom 10 месяцев назад

@@salesforcegeek if I am using a sandbox, what should be configured

@Adarsh595 10 месяцев назад

❤❤

@salesforcegeek 10 месяцев назад

❤️❤️

@jameshopes3463 10 месяцев назад

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!!

@jameshopes3463 10 месяцев назад

@Salesforce Geek! Please help?

@salesforcegeek 10 месяцев назад

Hi May I know on which object you created the Email Template ?

@BHARATKUMAR-zo4cy 10 месяцев назад

suppose thare is an object called 'round' and it has a field 'date and time' , how to schedule it to trigger before 3 hours?

@salesforcegeek 10 месяцев назад

Use schedule Paths

@lakshmiprasannagattu 7 месяцев назад

Hey hi will this work for custom object also Please let me know how to enable email template builder

@salesforcegeek 7 месяцев назад

checkout this video ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-OjKlIjFd1Nc.htmlsi=cfBYjBrs2stFbKgK

@SS_732 9 месяцев назад

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!!

@sandhyac132 8 месяцев назад

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

@SS_732 8 месяцев назад

@@sandhyac132 It's working for me now. I just needed to change the related record in the send mail action, and it worked

@user-xm3vc6hd3w 10 месяцев назад

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.

@salesforcegeek 10 месяцев назад

It will not work for Contact and Lead

@user-es5ii5ux7d 6 месяцев назад

@@salesforcegeek Are you saying that it will not work if we have contact fields in the email template?

@user-nl5lk8qu6t 10 месяцев назад

If i wanna send email to admin to notify a error in activation, data stream or segment?

@salesforcegeek 10 месяцев назад

Can you please let me know in details so that i can help

@user-nl5lk8qu6t 10 месяцев назад

@@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

@Sureshezhumalai 10 месяцев назад

Hi, can you please tell how to set the sender type as organisation wide email. Thanks

@salesforcegeek 10 месяцев назад

In the Sender Email Address - put the Org Wide Email Address Sender Type - OrgWideEmailAddress

@Sureshezhumalai 10 месяцев назад

@@salesforcegeek It's working. Thanks much for the quick response

@ruudrapatel2520 10 месяцев назад

Hi, can we include cc or bcc in the mail, is it possible?

@salesforcegeek 10 месяцев назад

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

@ruudrapatel2520 10 месяцев назад

Thank you@@salesforcegeek

@user-wd4pu8cv4r 10 месяцев назад

getting error saveAsActivity must be false when sending mail to users. what should i do for clearing this error

@radhikaborate9787 9 месяцев назад

same error I am getting. Let me know is the issue resolved for you and what solution you applied

@sandhyac132 8 месяцев назад

@@radhikaborate9787 try disabling Log Email on Send in Send Email action

@abdelmadi4680 10 месяцев назад

If you want to send an email for a group, what do you need to change?

@salesforcegeek 10 месяцев назад

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

@sjpl382 10 месяцев назад

"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

@salesforcegeek 10 месяцев назад

Hi May I know on which object you created the Email Template ?

@sjpl382 10 месяцев назад

@@salesforcegeek Hi, the trigger starts from the "Lead" object, and the "Get Record" uses "Email Template" as objects

@salesforcegeek 10 месяцев назад

Yes It's a known issue this will not work if you use Email Template on Lead or Contact with Salesforce Flow

@cristianmedina1834 9 месяцев назад

@@salesforcegeek i just proved it on other objects and get the same error

@jameshopes3463 10 месяцев назад

Hi There - Can you please assist me with this (see comment below)?

@salesforcegeek 10 месяцев назад

Yes just added my comments

@nitingoyal7728 28 дней назад

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 ??

@salesforcegeek 26 дней назад

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.

@nitingoyal7728 20 дней назад

@@salesforcegeek Thanks, I will learn the flows till that time but please resume the doubt classes asap