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Has anyone been about to use the new email builder tool to make templates and then use them in a workflow action in order to make an email alert in a flow and have it work?

 

I did this without issue for an org recently. And when I went to do it for a new org, I ran into the SML/HML issue. What I'm confused about is how was I able to do it in on instance and not the other?

 

For additional clarity, one email was based on opportunities and the other is based on contacts. I can't imagine why that would matter but just wanted to share that detail too.

 

Anyone have thoughts on that?

2 Antworten
  1. 8. Sept. 2022, 06:08

    Hello , 

     

    You can create two separate email templates and two separate emails alerts one for opportunity and other for contacts . 

     

    Create a separate flows which will fire emails to opportunity and contact based on your flow . 

     

    You can use email as action or sub action . 

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