Send Better Email with Salesforce Flow: CAS Come and See Video
You can send targeted emails with Salesforce using Flow. This is a great solution if you’re not sending a ton of emails; if you’re sending too many emails, you’ll definitely hit Salesforce limits. Some reasons you may want to use Flow with your targeted emails:
- you’re an SDR or BDR sending multiple people the same prospecting message
- you are a service agent that needs to communicate an approved message to a targeted group of clients
- your “copy and paste” into gmail or MS Outlook is getting annoying and you want to spend your time more wisely
Join Cory as he shows you the awesome solution he built in this CAS Come and See video – he fills you in on how you can send better email with Salesforce Flow. Flownatics and lovers of automation, rejoice!
Contact us with your Salesforce challenges at info@cloudadoption.solutions – we love to help!
Cloud Adoption Solutions is a 100% woman-owned registered Salesforce partner, specializing in implementation, integration, and optimization for Technology, Healthcare/ Life Sciences, and Financial Services/ Professional Services organizations in the small and mid-commercial sectors.
VIDEO TRANSCRIPT:
Cory Frey 0:15
Hi, this is Cory with Cloud Adoption Solutions. And today I’m going to be covering a solution that I built for one of our clients to send targeted emails with Salesforce using Flow. So this works if you’re not sending a ton of emails, if you’re sending too many emails, you’ll definitely hit Salesforce limits. And you’d have to use something different, like Campaign Monitor or part out. But for sending emails to potential buyers, in this case, where we’re not sending a lot of emails at a time, this works really well, and turned out to be a pretty cool solution.
So we have a few different things to cover here. The first one I want to show you is this buyer search, lightning page component. This is the this is from the AppExchange, this Record Hunter app from Salesforce labs. So I installed this in the or we have this on a custom object called disposition. And basically, this has details about a house that’s for sale. So as much details in here.
As you can see, for this house, this is just a test test record that I have. And the fields that I have filled in are actually fields that I’m pulling in on the emails in the flow, and I’ll show you that in a bit. So the criteria for this was to be able to have this buyer search box, that we’ll look up potential buyers with this other cost them object that we built called buyer pool. Here’s an example buyer pool record. And this basically just has someone’s first and last name, their phone number, their email address, and then the location that they would be interested in purchasing a house, their price point, buyer type. And there are a bunch of records in this buyer poll that then this lightning component can search. So if I look up my file, look at that, it finds a couple of records. And then if I select these, I have the ability to email this buyer list. And this email buyer list is a ScreenFlow. And I’ll hop over to that tab. Now I’ll show you that. So in the Screen Flow, I’m getting that disposition records right, right off the start. And then this screen is just basically a notification screen, it will trigger the email to send. I get all the buyer poll records. So you can select multiple records here. And this loop is getting each record from this buyer poll, selected ideas collection variable, which is what the lightning component is sending into the flow. So it sends the record ID and the collection of IDs from the selected results. So I’m looping through those, and then I’m getting the buyer pool records. And I’m assigning fields here. So I’m assigning the email addresses to this email address collection variable. And then I was using this to debug it. So I could get some more information from the buyer pool records. And I’m using this debug text variable here to basically create a separate text template to send to the business managers. So they wanted to see who the emails were going to. And then some details from the records as well like their phone number. While I was debugging this, I assigned it to a field just so I could see what it looked like. And then I was updating the disposition record that I got here in this first get records element. And in here, I made an email template. I was provided with an HTML email template. And then I added that HTML to this text template. So a little bit the split display correctly. And I use merge fields from the disposition record in this template. So those fields that I showed you on here, like the number of bedrooms, baths square footage, the property type, those are all being used in the text template as merge fields. So if I look in here, see if I can find one. Yep.
So there’s the property image that I’m getting from the disposition record, that property image is stored in a rich text field, and then just grabbing the other fields this so this is the link to the remaining photos, property address, and so on. So that when this email, sends it sends it in full HTML, nicely formatted and has all the details from the record. And I’m using the sun better email, Apex action that I installed to send out the email. So I have the string collection of email addresses that I added to in the loop. And I’m be seeing seeing those so that everyone doesn’t see each other’s emails, and then also sending that to one of the managers at the company so that he can see that emails well. And I’m using that email template Full Text template that I showed you, as the email body. And then the email subject is coming from another field on the record as well. So that email subject is coming from this email subject line field here.
So then if I send this and then click Next, it will send an email, this email comes through like this. Here’s the image from the record, the view more photos link. Here’s the address. All these are merge fields from the record that I put in that HTML text template. So all these are coming from the record. And then this would go out to whoever was selected in this buyer search results. So this is a really cool solution that we built as part of the requirements from the client. And they really just wanted to be able to send emails kind of like click and send an email from a record where it included that record details. So but different than using an email templates, as they were using this buyer search. If it was just the standard email, we could have just used an email template like on the page. But since they’re using this buyer search, and it’s a different object, we needed to come up with a different solution to get this to work.
So really cool solution, if you’re not sending a ton of emails, again, if you’re sending I think over 5000 emails you’re going to get you’re going to hit sales force limits. And also something to note is you will hit limits if you use this Apex action, and send out an email in the loop. If you try to do that more than 10 times it will also fail due to the limits. So that’s why I added all the emails to a collection variable and then sent them as one one collection, which the Send better email Apex action allows you to do. Thanks for watching today. If you found this video helpful, please give us a thumbs up and remember to subscribe to our channel for Salesforce related tips and tricks. Again, we’re cloud adoption solutions. please reach out to us for any of your Salesforce needs. Thanks.
SUMMARY KEYWORDS:
Salesforce, Salesforce emails, Salesforce Flow, Salesforce Record Hunter app, Salesforce Admin, Salesforce.com, SFDC
