Acknowledgement: The full credit for this blog post goes to Amruta Udgiri, one of our course participants, for sharing her idea on how to email related records in tabular format from Flow.
One of the common requirements in a Salesforce implementation is to email a list of related records like cases, invoices, payment statuses etc. to customers in a nicely formatted email.
With Classic Email Template, we used Visualforce to meet such requirements. In Flow there is a native “Send Email” Action.
In this guide we are going to look at how to use the send email action with a couple of other Flow features to retrieve the list of records based on certain filter condition, format the list nicely in a HTML table and email it to the one of the selected contacts. All this in just under 30 minutes. But let’s first take a look at the end result of what we will be building.
And here is the step by step guide to build what we just saw. Let’s dive in.
NOTE: Certain sections of the guide will appear as locked in the free preview. You can download the unlocked version of the guide in PDF format by subscribing to our “All Access” Pass through the link below.
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