Hi Everyone,
I have a question regarding sending dynamic emails from a Flow using Email Templates.
In my current Flow, I have configured dynamic emails using an Email Template for Leads, and it is working as expected. However, after Lead conversion, I need to send an email either to the Opportunity Owner or to an email address stored in a custom field on the Opportunity.
Is it possible to send dynamic emails using an Email Template for the Opportunity object directly from Flow, without using Apex?
If anyone has implemented this solution or knows the best approach, please share your insights.
Thanks in advance! 😊
#Salesforce Developer #Trailhead Challenges #Trailhead #Sales Cloud #Flow #Apex
Yes - the native no-Apex route is an Email Alert (the core 'Send Email' Flow action won't render a template's merge fields). Create an Email Alert on Opportunity (Setup > Email Alerts) that uses your Opportunity Lightning template, then call it from your record-triggered Flow as an Action - the alert sets the triggering Opportunity as the Related To, so all your Opportunity merge fields resolve.
For recipients you can pick Opportunity Owner directly; to send to that custom email field it has to be an Email-type field, then it shows up under Recipient Type 'Email Field'.
If this helps, please mark it as the Best Answer so it helps the next person - thanks!
