One of the most popular ideas in the Salesforce community, outstanding for 11 years with 47,300 Points and 4,750 Votes, is the ability to send an email alert and record it in the activity history. There are workarounds available, such as saving a completed task, but none of these saves the specific content of the email.
This can cause major problems:
- If you need to store a copy of the email for compliance reasons email alerts become an unattractive option to use.
- You can’t use an email alert if you need to store a copy of the email for compliance reasons.
- Mistakes in setting up automation like workflows or process builders could be resulting in numerous emails being sent at the wrong time without anyone knowing.
- If a user wants to see the content of the emails sent or the specific use of merge fields there is no history. We think it’s really important to be able to log these emails with their content.
- There’s no option to dynamically add an attachment.
The Solution is a Free App
Salesforce has the ability to log emails sent using Apex code. GravityLab is an NZ Salesforce partner and have created an app that allows you to use that Apex code with the simplicity of an Email Alert. You can call it from process builder or flows, pass through the relevant recipient id and email template, and the email is sent with the activity logged.
Extra Benefits
The app also opens up other possibilities beyond just logging the activity. You can:
- Send emails linked to related records.
- BCC and CC to your heart’s content.
- Specify the email subject and body without an email template.
- Dynamically add attachments.
- Respect the user’s email opt out settings, or override them for transactional emails as required.
- Better reporting – Storing emails as activities means you’re able to report thoroughly on what emails are going out each day.
Use Cases
- Related Records – Add a process builder that sends an email when sales is won on an opportunity and link it to a related object like a contract.
- Dynamic Recipients – Use a formula field to get an email address from a different object to send to. Currently, you can only refer to email type fields on the object, which means you’d need to use triggers or flows to bring an email address onto the object. This way you can make the email address used dynamic.
- Multiple Recipients – Send email to Opportunity team – If you can fill in a list of emails on an opportunity team, you can refer to it when an opportunity is closed, and CC all the users in that team on the email.
- Dynamic Emails – Integrate email processes into flows without having to use email alerts, and use values from that flow. For example, you could write a message in the flow which is then sent as part of an HTML template saved in a custom setting, and then choose the attachments to send as part of that message from a picklist or checkboxes.
To download the app and view the instructions you can visit the GravityLab’s website here: Salesforce Send Email Tool.
Use process build, flow or apex to send an email
Example of the Salesforce Send Email Tool in a Process Builder
Example of the Salesforce Send Email Tool in a visual flow
See the sent email in the activity feed
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