Edit Emails Before Sending with Salesforce Flow

⭐️ Want to use Salesforce Flow to automate your business? Join our 2-day live class next week! Use coupon code “KZbinSUB15” to save 15%. www.rotive.io/...
Learn how to edit emails before sending them with Salesforce Flow. 🤖 If you want to learn more about Flow, consider taking our live Salesforce Flow Class: go.rotive.io/l...
▶️ SUBSCRIBE TO OUR KZbin CHANNEL: go.rotive.io/y...
🤖 LIVE SALESFORCE FLOW CLASSES: go.rotive.io/l...
⚡️ SALESFORCE COURSES:
→ The Salesforce Reporting Crash Course for Beginners: go.rotive.io/r...
→ The Pardot (MCAE) Course for Beginners: go.rotive.io/p...
→ DIY Pardot (MCAE) Implementation Course: go.rotive.io/d...
→ FREE The Salesforce Validation Rules Crash Course for Beginners: go.rotive.io/v...
🍎 VIEW ALL COURSES AT ROTIVE ACADEMY: go.rotive.io/a...
-------------------------------------------------------
Rotive is an official Salesforce Partner that helps small businesses automate their processes.
📍 Visit our website: go.rotive.io/h...
👍 Follow us on LinkedIn: go.rotive.io/LI

[@OptiOppSalesforce]

I could see this being very useful for sales teams when reaching out to leads. Great video, Brian!

[@kellenkirby5294]

How would you go about removing the "," at the end of the collection variable?

[@motehrani7553]

Missed you! Another awesome one!

[@Rotive]

Thank you! Appreciate it 😊

[@kellenkirby5294]

How would you go about hiding the email composer once the Send button has been clicked?

[@nelsonrioux5555]

Hi Brian. Thank you for this insteresting video. This video is doing half of my requirement: edit email before sending You have another video that do the other half of my requirement: "Send Email Attachments With Salesforce Flow" Is it possible to combine both actions? Send an attachement with a template that we can modify

[@Gandhiboy]

Thank you so much

[@Rotive]

You are welcome! Thanks for the comment

[@maevecooper8748]

How do you recommend to trigger this screen flow? Is it possible to trigger it from the standard Send Email button on Activity?

[@Rotive]

I haven't found a way to replace the standard email button with a Flow. You can add a button in the Action area at the top of the page or you can embed the screen flow on the page. I do this on a tab and name the tab Email to get it close to the standard functionality.

[@swatijindal-s4f]

Hi, Can we log sent emails in the email section of case object in place of log it in activity history section? Please help me with this . Thanks

[@Rotive]

That's a good question. I think the email will show up there automatically on cases. I could be wrong about that though. I recommend giving it a test and seeing how it works.