You can use the Salesforce: Send Email steptypes to create message templates in FlowEQ and use your existing message templates in Salesforce. Use variables in your templates to pull details across Salesforce and other systems integrated with FlowEQ.

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Building the steptype

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Title

This field appears right up top when your team reaches this step. Use this field to tell your team the purpose of the email. If you check the Automatically Run Step? box, use the title to explain what the step is doing so your team can follow along. For example, “Sending customer reply…”.

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Automatically Run Step?

Check this box to automate this step to run without input from your team. You’ll need to configure all of your necessary fields on this steptype for this to work well.

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Send as Reply

Check this box to send the message as an email reply rather than a new email thread.
  • If an email was previously sent, FlowEQ will ignore the Email Subject field and use the subject of the previous email instead.
  • If no email was previously sent, FlowEQ will use the Email Subject field as the subject of the email.
  • If an email was previously sent, FlowEQ will use the existing email address in the Salesforce “To” field in additiona to any values in the “Include Recipients” section.
  • If no email was previously sent, FlowEQ will use the email address(es) in the “Email Address” field in the “Include Recipients” section.

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Enable Lightning Threading for Salesforce emails

Check this box to enable Lightning threading for Salesforce emails. If disabled, we will fallback to the classic threading method.
If this box shows as disabled, you may need to follow these steps to enable Lightning threading in Salesforce.

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(Optional) Send From Org Wide Email Address

If enabled, the email will be sent from the Salesforce Organization-Wide email address. If disabled, the email will be sent from the agent’s email address.

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(Optional) Use Existing Template

Use this field to select an already-written message template.

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Email Subject

Pretty much exactly what you think it is, but you can also use the button to pull variables from Salesforce and other systems integrated with FlowEQ right into the subject line.

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HTML Body

The reason you’re here. Write your message template with the button to pull variables from across Salesforce and your other systems integrated with FlowEQ. Among other things, you can use variables to render pertinent details into blocks of text and create hyperlinks too.

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Include Recipients

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Order

Sets the order of the email recipients, useful for respecting seniority.

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Email Address

You can manually enter a fixed email address, pull email addresses from Salesforce (like the record your team is likely working on), or pull from FlowEQ’s own Verify Customer Info steptype.

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Location

Sets the recipient a To, CC, or BCC

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Attach Files

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Order

As above, sets the order of attachments. Helpful if your email recipients expect email attachments arranged in a particular way.

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URL Path

Use this field to enter a URL to the attachment file. You can pull in PDF documents hosted in Salesforce and other cloud storage providers, like Google Drive, OneDrive, Dropbox, and Box.

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Filename

The name of the file will appear attached to the email. Use variables to pull in details from Salesforce and other systems to customize the file name for the recipient, such as including their full name.

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File Type

PDF is the only currently supported filetype for this steptype. If you need a different file type, let us know at support@floweq.com.

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Following the steptype

When rendered in Sidekick, the Send Salesforce Email steptype will show all the same fields you saw in Flow Builder. Your team can read and edit all fields, including recipients and content copy, and upload attachments before clicking the Send Email button - unless you checked the Automatically Run Step? box in Flow Builder. Salesforce Send Email from Sidekick