How to Send an Email Using Flow in Salesforce CRM | Full-Tutorial | 2026
In this tutorial, we show you exactly How to Send an Email Using Flow—taking full advantage of the latest release features. ✉️☁️
The native Send Email core action in Salesforce Flow has received massive upgrades recently, making it easier than ever to configure dynamic, personalized communications without writing a single line of Apex code. Whether you need to send order confirmations, case escalation alerts, or internal task reminders, this step-by-step guide covers it all.
🚀 What You’ll Learn in This Video:
✅Send Email Action vs. Email Alerts: Understanding exactly when to use the core Flow action versus a traditional Email Alert.
✅Direct Template Selection: How to select existing email templates directly by name within the action, completely eliminating the need to query for Email Template IDs.
✅CC & BCC Configuration: How to use the newly organized input sections to easily add multiple CC and BCC recipients directly within the Send Email action.
✅Log Email on Send: How to configure the action so your automated emails are logged directly to the record's Activity Timeline for a perfect, visible audit trail.
✅Dynamic Merge Fields: How to pass record variables into your text templates for 1:1 personalization.Error Handling (Fault Paths): How to build a fault path to gracefully handle limits or delivery errors so your Flow doesn't crash.
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