Documentation

Salesforce Send Email with Attachment

Sends an email with attachment on salesforce using DG Flow Package.

This action will send an email with an attachment through Salesforce, using the DG Flow Package. It is designed to streamline the process of sending emails directly from Salesforce, enhancing communication for agents by including a Chatter comment and an attached file if needed.

Inputs

In order to use this action in your flow, you need to provide the following inputs:

InputTypeDescription
File ContentsStringThe base64 encoded file contents for the email attachment.
Chatter CommentStringA comment to be posted to Salesforce Chatter for agents.
File NameStringThe name of the file to attach to the email.
Email HTML BodyStringThe HTML content of the email body.
Salesforce Instance URLCredentialsThe URL of the Salesforce instance, generated during authentication.
Salesforce Access TokenCredentialsThe access token for Salesforce, generated during authentication.
Salesforce Case IDStringThe Salesforce Case ID to which the email will be sent.

Outputs

OutputTypeDescription
SuccessBooleantrue if the email was sent successfully; false otherwise.

This action allows for efficient email handling within Salesforce, enabling agents to send emails with attachments directly related to a specific case.