How To Send Emails in Salesforce (Screen Flow & Email Alerts)

[@patrickj.trevenen1633]

Hello, I am trying to do a screen flow that allows a user to pick from several email templates and then send out the email. Can you do this idea? I can't find a video like that.

[@ChrisMarquez]

Here you go: kzbin.info/www/bejne/gp7WcnukrNOsmas

[@pradhumnsharma]

Hey I have a requirement like I have a picklist in screen flow having all the email templates and I want to send the particular email template at a time how can I achieve this

[@ChrisMarquez]

I'll make a video for this in a few days after thinking about it but here are some thoughts: If you need to strictly stick with your requirements: You could create a apex class that schedules the email send and have the screen flow invoke that, Your Screen flow would ask the user for the time and pass that into the apex class. You'd probably have to implement the Schedulable Interface. I'm not a fan of this solution because you're relying on the user to provide input. Possible simpler, easier solution: You could instead create a scheduled-trigger flow with the exact time you need to send out these email alerts.

[@joeyeisenzimmer2571]

@@ChrisMarquez Great videos! Any idea how to setup a Scheduled Flow to send a reminder to all Account owners every 60-90 days to go in an update their owned account records? Maybe the 1st of every quarter would work also. Even with a "get records" element, I still can't seem to have all account record owners be sent an email while testing.

[@ShubhamPatel-m3p]

Hi Chris, I have a scenario where I have to iterate over thousands of records. Will this flow work for that condition too or is there any chance for Salesforce governor limit to get hit?

[@ChrisMarquez]

I found documentation that says the limit on retrieved records is 50,000 but it's possible it could still fail even if you're under that limit due to CPU time limits (depends on how much processing you're doing on the records) or even Email Send limits. You might be better off using a different method such as Apex schedulable/batch. help.salesforce.com/s/articleView?id=sf.flow_considerations_limit_transaction.htm&type=5