Create & Send HTML Emails Using Rich Text Template in Salesforce Flow
Summary
The content explains how to create and send branded HTML emails in Salesforce using a record-triggered Flow without any coding. It covers building an HTML email template as a rich text resource with personalization and styling, then sending it automatically when an opportunity changes to Closed Won. This empowers admins to enhance email communications with professional designs and dynamic customer data directly in Flow. The steps include setting up trigger criteria, crafting the HTML body, and configuring the Send Email action for automated outreach.
Takeaways
- Use a record-triggered Flow to send automated HTML emails when opportunity stage changes
- Create Text Template resource with rich text HTML content for email body formatting
- Set Flow trigger on Opportunity object with condition Stage equals Closed Won
- Add Send Email action with input values including subject, sender, recipient, and HTML body
- Always debug Flow before activation to ensure correct runtime execution
In Salesforce, we usually use Classic or Lightning email templates to send automated emails. These work well for simple messages, but they can’t do much with design. For example, when a customer buys something, we want to send a welcome email with their name, product details, and a link to get started. An HTML email template helps us do this by adding colors, images, buttons , and customer details. It makes the email look nice and more useful. In this article, we will learn how to create & send HTML emails using rich text template in Salesforce Flow without any coding. I will provide a real-time example of creating an HTML template and explain how to create a flow and an HTML template step by step. What is HTML Email in Salesforce? In Salesforce, when we create a standard email, we can only add simple text and limited text formatting. An HTML email in Salesforce is a type of email that looks more like a web page than plain text.