Send Email Attachments using Flow #inSalesforce
Prerequisite -
Install-Packages -
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8b000001BTgsAAG
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5G000003zgZLQAY
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5G0000043xtKQAQ
For More Info or for the sandbox version, refer https://unofficialsf.com/send-better-email-flow-action/
Create a record-triggered flow
Opportunity:
Criteria: Stage equals Proposal
only when.. selected
Get:
getFile
ContentDocumentLink object
LinkedEntityId equals record.Id
All records
Action:
Send Better Email
Send Email
Under To, enter the email
Subject: Sample Email with Attachment
Fill up others as per need
Attach which Content Document Link - getFile
Save the flow
Debug
Activate
Test
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