Send Email Attachments using Flow #inSalesforce

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


Comments