Salesforce Send Email with Attachment and Custom Subject
Sends an email on a Salesforce case with a file attachment and a custom subject, and adds the file to the case's chatter feed. Use it when a case reply needs both a document and a specific subject line.
What it does
- Uploads the attachment to Salesforce and sends an email on the case with your subject and HTML body.
- Adds the attachment to the case's chatter feed with a comment.
- Returns whether the whole operation succeeded.
Inputs
| Name | Type | Description |
|---|---|---|
| File Contents | String | base64 encoded file contents |
| Chatter Comment | String | salesforce chatter comment for the agents |
| File Name | String | name of the file for attachment |
| Email HTML Body | String | Email HTML Body |
| Subject Line | String | email subject |
| Salesforce Instance URL | Credentials | salesforce instance url generated during the auth |
| Salesforce Access Token | Credentials | salesforce access token, generated during the auth |
| Salesforce Case ID | String | salesforce case ID, to send email to Possible values: e, x, e, c, u, t, i, o, n, , e, x, t, e, r, n, a, l, , i, d. |
Outputs
| Name | Type | Description |
|---|---|---|
| Success | Boolean | Successfully run, true/false |
Notes
- Requires a Salesforce access token and instance URL from the Salesforce Login action.
- The attachment is provided as base64 content together with a filename.