Edit Emails Before Sending using Flow (using Flow Email Composer) #inSalesforce
Prerequisite: Flow Email Composer from AppExchange -Install This
Flow: Screen Flow
Resource: recordId - text, i/p
Get:
getOppty
Opportunity
Id equals recordId
only 1 record, all fields
Get:
getOpptyContacts
object: Oppty Contact Role
OpportunityId equals recordId
All Records
All fields stored
Create comma separate list:
Loop through Contact -
getOpptyContacts
Assignment:
Add Email to variable-
variable- ToEmail - text type
Add currentItemfromLoop.contact.Email
ToEmail Add ,
Screen:
Review Email Screen
Flow Email Composer - Drag-drop to screen, in the right side - put values as per need like
Hide Email Template Selection - True
Log Email - True
WhatId equals recordId
Subject - sample
New Resource:
emailBody-
some sample body using fields from oppty, etc.
getOppty.Account.Name Team
Training starts from getOppty.CloseDate
Select email body
Comma separated To Address equals ToEmail
Save, Debug, Activate
Visual: https://www.youtube.com/watch?v=s0E8HthpGXY
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