How To Email Related Records in Tabular Format from Flow

One of the common requirements in a Salesforce implementation is to email a list of related records like cases, invoices, payment statuses etc. to customers in a nicely formatted email.

With Classic Email Template, we used Visualforce to meet such requirements. In Flow there is a native “Send Email” Action.

In this guide we are going to look at how to use the send email action with a couple of other Flow features to retrieve the list of records based on certain filter condition, format the list nicely in a HTML table and email it to the one of the selected contacts. All this in just under 30 minutes. So navigate to the blog post URL mentioned above and dive in.