Hi all,
Hello fellow SE enthusiasts,
There's a feature that has been requested from my customer's SDR leads: When you create a manual email step, but then you only need to personalize it to some recipients, then can you select the rest (e.g. list view) and just send them as they are with a press of a button?
I cannot find a standard way of doing this, but I can envision a Screen flow that either is used for selecting the targets currently on that manual email step, or gets the selection from a list view, and then triggers the send to the selection. It would need to a) pick the email template from the cadence step, b) send the email (action) and c) mark the step complete.
Does this sound feasible to you? Any alternate paths I should consider?
@Jouni Hult my standard approach would be to use an Automated Email step when the email does not need personalization. A manual email step is designed for rep review/personalization, so using Flow to bulk-send it is possible, but it becomes custom automation and needs careful testing.
For your "some need personalization, most do not" scenario, the best design is usually to split the audience before the email step. Put the non-personalized group into an automated email step, and keep only the recipients that need editing on the manual email step. That keeps Sales Engagement reporting, cadence progression, templates, limits, and engagement tracking much closer to standard behavior. Salesforce’s cadence data model has separate step types for AutoSendAnEmail and SendAnEmail, so this distinction matters (https://developer.salesforce.com/docs/sales/sales-engagement/guide/sales-cadence-objects.html)
A Flow-based approach is technically possible, but I would treat it as a custom build, not a simple configuration. The Flow would need to identify the active ActionCadenceStepTracker records, retrieve the cadence step template, send the email, then call the standard Send Cadence Event action with ManualComplete. Salesforce’s Actions API includes sendSalesCadenceEvent for skipping or manually completing a step, and also includes selectTemplateForSalesCadenceStepTracker to retrieve the template/variant assigned to a cadence step (Actions Developer Guide)
The main risk is that a custom Flow email may not behave exactly like a native Sales Engagement manual email. Before using this in production, validate email logging, opt-out handling, sender identity, daily limits, engagement tracking, reply/listener behavior, and whether cadence analytics still show the result correctly.
So it would be like: use Automated Email for the no-personalization path, keep Manual Email only where reps truly need to edit, and use Flow only if the business accepts the custom behavior and testing effort.
