Send Email with Attachments in Salesforce Flow

This article shows how to send email with attachments in a Salesforce flow.

Table of contents

Send Email Action
Retrieve Files Attached to the Record
- File
- Attachment
Flow Overview
Sending Patterns of Emails
Send Emal with Attachments Flow (By Subject, Body, and E-mail Address)
Send Emal with Attachments Flow (By Email Template and Recipient Id)
- Get EmailTemplate
- Send Email with Attachment
Reference

Send Email Action

In the release of Spring '25, the "Attachment ID" parameter has been added to the Send Email action. ContentVersion.Id, Attachment.Id, or Document.Id are available for the parameter.

Retrieve Files Attached to the Record

File

The file data is stored in ContentVersion. The reference relationship between the record and the file is stored in the LinkedEntityId of the ContentDocumentLink.

To retrieve the file attached to the record is the below.

Get ContentDocumentId from ContentDocumentLink

Get ContentDocumentId from ContentDocumentLink that matches recordId = LinkedEntityId.

Get ContentVersion

Get ContentVersion matching ContentDocumentId = retrieved ContentDocumentId.

Attachment

The reference relationship between the record and the attachment is stored in the ParentId.

Flow Overview

As an example, the flow is to send an email with a file attached to the case record from the case screen.

Sending Patterns of Emails

There are two patterns for sending an email in the "Send Email" action.

a. Set the subject, body, and email address (not use the email template and recipient Id).

b. Set the email template and recipient Id (Contact/Person Account/Lead).

Send Emal with Attachments Flow (By Subject, Body, and E-mail Address)

Create a flow to send an email with an attachment by subject, body, and email address.

Top Screen

Display the confirmation message on the screen.

Get Case

Get the Case record.

Get ContentDocumentLink

Get the ContentDocumentLink matching LinkedEntityId = recordId.

Get ContentVersion

Get the ContentVersion that matches the ContentDocumentId retrieved from the ContentDocumentLink. In this sample, only one file is related to the case. If there are multiple attached files, other conditions such as matching Title are required.

ContentDocumentId = {!GetContentDocumentLink.ContentDocumentId}

Create a Variable for the Email Body

Create a variable for the email body. Select "Text Template" for the resource type. Select "View as Plain Text" for the body.

Send Email with Attachment

Call the Send Email action.

Attachment ID: {!GetContentVersion.Id} *ContentVersion.Id

Body: {!txttempBody} *Text Template Variable

Recipient Address List: {!GetCase.SuppliedEmail} *Case.SuppliedEmail (Web Email)

Related Record ID: {!recordId}

Sender Email Address: Org email address *In this sample, the sender is the organization's email address.

Sender Type: OrgWideEmailAddress *In this sample, the sender is the organization's email address.

Subject: Send a quotation

Send Emal with Attachments Flow (By Email Template and Recipient Id)

Create a flow to send an email with an attachment by the email template and recipient Id (Contact/Person Account/Lead). The process from the Top screen to the Get ContentVersion is the same as the previous flow.