Previously, if you wanted to use classic or lightning email templates in Salesforce Flow, you needed to create “Email Alerts.” These alerts, typically associated with Workflow Rules, were then used in the Flow. Alternatively, you could use the “Send Email” action in Flows and rely on a “Text Template” resource to define the email’s body. But those days are gone!
With Summer ’23 release, you can now directly use classic or lightning email template in Salesforce without the need to create email alerts. And if your email template has merge fields, you can use the recipient record or a related record to populate the merge fields.
But that’s not all. You can now also log the email as an activity on the related records. For example, if you are sending an email related to a case, you can log the email as an activity on the case record and this email will also appear on the contact record giving your users a complete picture of all the emails that were sent using Salesforce flows. This was a widely requested feature on IdeaExchange.
Here is a step-by-step guide on how to use a classic and a lighting email template directly in Salesforce Flows and how to log it as an activity on the related record. Won’t take more than 5-7 minutes to skim through the guide to understand how this works and 15-20 minutes if you want to try it out yourself. Take a look.
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