As a Salesforce administrator, I need to automate a process so that whenever a new high-priority account is created, an email is sent to the account owner.
We also need to dynamically provide a CC recipient address list so that whenever we want to change CC email addresses, we will not be required to make changes in the flow. To fulfill this requirement, I created a flow to automate this process.
In this Salesforce tutorial, we will learn how to dynamically add CC recipient’s address list to Salesforce Flow. I will explain it from scratch so that you understand it correctly.
What is the Dynamic CC Recipient Address List in Salesforce Flow?
A dynamic CC recipient address list in a Salesforce flow refers to a process where email recipients (for email CC) are dynamically selected based on data from records or objects in the Salesforce org.
This allows end users to change the CC recipients based on conditions, user inputs, or values from related records, without having to hardcode email addresses.
Let’s understand how the dynamic CC recipient address list works.
When we develop a flow in Salesforce and then need to deploy it to another Salesforce org, the end user using that organization is typically unaware of the flow.
For that, we can use dynamic flow so that whenever end users add emails to the list that we created. From there, the flow will take values and add them to the particular element.
Now, I will explain how to develop a flow that dynamically takes a CC address list to the email action in the flow. Before that, we will discuss the prerequisites of creating a flow.
Prerequisites:
For example, when an employee applies for leave, an email should be sent to the manager, and also, in that email, some CC email addresses should be included so that they can also receive the same email.
For that, I created a custom object named Apply Leaves__c, and in that object, I added fields such as a leave request form.
