How to Send Rich Text Emails From Flows in Salesforce

send rich text email from flows in Salesforce

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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6 thoughts on “How to Send Rich Text Emails From Flows in Salesforce”

  1. 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?

    Thank you.

    1. 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.

      Cheers,
      Ashish

  2. Hi Ashish,
    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?

    1. Ashish Agarwal

      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.

  3. Hi,

    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?

    1. 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.

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