In Salesforce, whenever there are repetitive tasks, we can send emails using Lightning Email Templates with Salesforce Flows to increase productivity.
In this Salesforce tutorial, we will learn how to use lightning email templates in Salesforce Flow with real scenarios and explanations.
What is a lightning email template in Salesforce?
In Salesforce, Lightning Email Templates are the most recent versions of email templates. You can use the lightning email template with your users, which are predefined email structures with the Email body and Subject that are currently used with Workflows, Process Builders, and Salesforce Flows.
Let’s consider a scenario in which whenever a user updates a case priority to high, we need to send a confirmation mail to the customer that we have taken their case as a high priority. Now, we will automate this email-sending process with the help of Salesforce Flow.
Prerequisite: We need a lightning email template. I have created an email template already.
We can use fields dynamically in the template, which means whenever we create a template, we include the object fields, so when the email is sent, the value will apply to those fields accordingly.
You can read the whole article on How to Create a Lightning Email Template in Salesforce Lightning.
How to Use Lightning Email Templates in Salesforce Flow
Using the above scenario and the following steps, we can use classic email templates in Salesforce Flow.
Create Record-Trigger Flow:
1. Log in to Salesforce Org. -> Click on the Setup -> Home Tab -> In Quick Find Box, Search for Flows. You will see an option under Process Automation -> Click on Flows.
Then, click on the New Flow button to create a new flow.
2. Here, when the case record is updated, an email should be sent to the customer. For that, create a flow with Record Trigger Flow.
Now, we will create the following elements in the flow according to the flow diagram displayed in the following Flow Diagram.