E-mail (Salesforce)

The E-mail (Salesforce) flow block creates and sends e-mails from your Salesforce account.

Figure 1-381   E-mail (Salesforce) flow block

Parameters

The dropdown menus below provide all of the flow block's configuration options with detailed information and recommendations to help you configure your flow block.

You can further customize your flow block's parameters in several ways

  • Users can use linked fields to map data from your data set(s)

  • Users can use edit fields to customize the flow block

  • Using delayed output settings to wait for signatures or file names of completed documents

The Flow Output section serves as a comprehensive summary of the results and outcomes of a particular flow, providing valuable information to the user. Each setting that composes this output information is described in detail below:

Figure 1-382   E-mail (Salesforce) flow output

E-mail (Salesforce) flow output functions

Index No.

Field name

Description

1

Link to a related record

When checked, after the flow, the system provides a link to the record related to the e-mail sent from your Salesforce instance.

The Addresses settings determine whom the e-mail appears to come from and to whom the e-mail should be sent.

Figure 1-383   E-mail (Salesforce) Addressees settings

E-mail (Salesforce) Addressees settings functions

Index No.

Field name

Description

1

Sender display name

Fills in the From field for your e-mail. If you don't specify an address, the system uses the current user's e-mail address (the user running the flow). We recommend converting this setting to alinked field and using Entity References. You can also use rich text as long as the e-mail address matches the e-mail address of a User.

2

To

Fills in the To field for your e-mail. We recommend converting this setting to alinked field and using Entity References. You can also use rich text as long as the e-mail address matches the e-mail address of a User

3

Reply to

Sets the e-mail to which replies to the e-mail are sent.

4

CC

Fills in the CC field for your e-mail. We recommend converting this setting to alinked field and using Entity References. You can also use rich text as long as the e-mail address matches the e-mail address of a User.

5

BCC

Fills in the BCC field for your e-mail. We recommend converting this setting to alinked field and using Entity References. You can also use rich text as long as the e-mail address matches the e-mail address of a User.

The Messages settings control the subject and body of the e-mail message. The message can be composed as plain text or created via a message document such as the generated document.

Figure 1-384   E-mail (Salesforce) Messages settings

E-mail (Salesforce) Messages settings functions

Index No.

Field name

Description

1

Subject

Fills in the Subject field of your e-mail.

2

Message text

Defines where to get the content of your message with the following options: Rich text, Document, Template

3

Message document

Fills in the body of the email.

The Attachments settings determine what should be attached to the e-mail, such as pre-created assets, the generated document, or assets from within your Salesforce system.

Figure 1-385   E-mail (Salesforce) Attachments settings

E-mail (Salesforce) Attachments settings functions

Index No.

Field name

Description

1

Asset attachments

Sets the preexisting assets not created during the flow to attach to the e-mail.

2

Document attachments

Defines which documents created during the flow to attach to the e-mail.

3

Salesforce File attachments

Defines which Salesforce file attachments to attach to the e-mail.

Figure 1-386   E-mail (Salesforce) Salesforce properties settings

E-mail (Salesforce) Salesforce properties settings functions

Index No.

Field name

Description

1

Related record

Defines the record related to this field. The Related record field value must be one of the following types: Account, Asset, Campaign, Case, Contract, Opportunity, Order, Product, Solution, Custom

2

Target object id

The entity reference of the contact, lead, or user the system should send the e-mail to. The object id you enter sets the context and ensures that the merged fields in the template contain the correct data. All e-mails must have a recipient value in at least one of the following fields: toaddresses, ccaddresses, bccadresses, targetobjectid

3

Use opt out policy

The opt-out policy field applies to recipients in the e-mail's To, CC, and BCC lists. This setting denotes how the flow block functions based on users who have opted out of e-mails with thefollowing options: Closed
Send, Send to All: Opt -out setting is ignored
Filter: No e-mail is sent to recipients with the opt-out e-mail option.
Reject: If any recipients have the e-mail opt-out option set, the system will not send the e-mail, and the flow step will fail.

4

Do not create an activity

When selected, the system does not register the action performed in the E-mail (Salesforce) step in the Activities panel in Salesforce. You must check this if you are sending an email from Salesforce.