Introduced in Salesforce Spring ‘21 release, you can now send rich text emails from Flows in Salesforce. Earlier, you could send email only in plain text when sending an email using Flow’s core ‘Send Email’ action. And to send an email in rich text, you had to use a Classic Email Template of type Custom along with an Email Alert to send it through Process Builder.
After this enhancement Flow is slowly becoming a one-stop-shop for all your automation needs and it hints that Salesforce intends to focus on improving the Flow furthermore in upcoming releases.
(As a matter of act if you have been using other automation tools like Workflow Rule or Process Builder, my recommendation will be to move to Flow)
With a brand new rich text email format, you have more options to send an email from a Flow. Now you can beautify your emails by presenting information in bullet points, make the text bold or italic. Also, you can add images to jazz up your emails.
As this is the latest and one of the interesting features of the Salesforce Spring ‘21 release, I have come up with a short guide to explain how to set it up. Within the next 15-20 minutes, you will learn how to send Rich Text Emails from Flows in Salesforce. This guide covers how to:
- Create a Record-Triggered Flow
- Create a Rich Text Template as Email Body
- Save & Activate the Flow
- Test the Email Delivery
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References & Useful URLs
- Send Rich Text Emails from Your Flow Using a Send Email Action – Salesforce Spring ’21 Release Notes (5 mins) – https://help.salesforce.com/articleView?id=release-notes.rn_forcecom_flow_fbuilder_send_rich_emails.htm&type=5&release=230
- Flow – Help Article (20 mins) – https://help.salesforce.com/articleView?id=flow.htm&type=5
- Flow Resource: Text Template – Help Article (10 mins) – https://help.salesforce.com/articleView?id=flow_ref_resources_texttemplate.htm&type=5
- Flow Core Action: Send Email – Help Article (10 mins) – https://help.salesforce.com/articleView?id=flow_ref_elements_actions_sendemail.htm&type=5
13 thoughts on “How to Send Rich Text Emails From Flows in Salesforce”
Thanks for this.
I am getting records from get record element,Can I send email to 800 people?
Yes, you can send email to 800 people. Please refer to the article at URL https://developer.salesforce.com/docs/atlas.en-us.210.0.salesforce_app_limits_cheatsheet.meta/salesforce_app_limits_cheatsheet/limits_email_workflow.htm to take a look at the daily email alert limits.
If we want to use a classic email template inside flow, can we use it?
To use classic email template in flow, you will need to create an email alert workflow action (like you do for sending emails from workflow rules) and specify the classic email template in this action.
Then open your flow -> add ‘Action’ element -> filter by ‘Type’ -> click on ‘Email Alert’ -> and select the email alert workflow action that you have created in previous step.
Thanks alot for this blog post. I want to include my company logo in the email and I am not sure where to store that and how to generate a public link. Could you please help me or suggest what other way I can achieve this.
1. If you are doing it for your company and your company already has a website with logo, you can navigate to the company’s website, right click on the company logo, click “Copy Image Address”. This will give you the URL that you can use in your email template.
2. If you are doing it for your company, ideally you should ask the person who maintains your company’s website to upload the logo and provide you the public URL for that logo.
3. If the above two options don’t work and if your company has Google Drive you upload the logo on Google Drive, follow the instructions at URL https://www.labnol.org/google-drive-image-hosting-220515 to make the image public and get the image URL and then use this URL in your email template. But for taking this approach, please do make sure that you have take the approval from your company’s management / IT.
Thank you for your reply Ashish. Much appreciated!!
I noticed in your blog, the end result email also looked double-spaced. Is there a way to edit the rich text to prevent this?
Hi XD, I think it is double spaced because we have used ‘p’ tags in the email body. Removing this tag or including all the text within a single ‘p’ tag should remove the double spacing. But you will need to try this out.
I am able to send an email with flow from my Sandbox.. Email template shows the logo but when I receive an email, the logo is not displayed, just a square box is there. What could be the possible reason for this?
Hi Tejaswini, where are you keeping the logo file? If it is in Salesforce itself than that can be a reason. Try hosting the logo file outside of Salesforce (e.g. Amazon S3) and just make sure that it is public readable.
Thanks a lot for your PDF, it helps a lot…
Do you know how we can use a rich text area field with line breaks, keeping these line breaks in the text template?
You’re welcome Marie. Yes, you can use the Rich Text Area field in the Text Template. I have shown it in the blog. You just have to use the merge field for your Rich Text Area field and insert it in Text Template. It will retain the styling as per your Rich Text Area field.