Send Email via Salesforce
sf_send_emailSend transactional emails from Salesforce using the emailSimple action. Supports templates, record linking, and saving as activity, while respecting org deliverability limits.
Instructions
Sends an email from Salesforce using the emailSimple invocable action. The email is sent from the running user's email address through Salesforce's email infrastructure (respects org email deliverability settings).
toAddresses: one or more recipient email addresses body / htmlBody: email body content (htmlBody takes precedence) templateName: use an existing email template instead of providing body text whatId: related record ID (e.g. Opportunity, Case) — links the email as an activity whoId: Contact or Lead ID — links the email to the person record saveAsActivity: saves the email as an EmailMessage activity (default: true)
Note: Salesforce email limits apply (daily email limits based on org edition). Mass emails should use list email features instead.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| body | No | Plain text email body | |
| whoId | No | Contact or Lead ID | |
| whatId | No | Related record ID (e.g. Opportunity or Case ID) | |
| subject | Yes | Email subject line | |
| htmlBody | No | HTML email body (takes precedence over body) | |
| ccAddresses | No | CC email addresses | |
| toAddresses | Yes | Recipient email addresses | |
| templateName | No | Email template API name (uses template instead of body) | |
| useSignature | No | Append running user's email signature | |
| saveAsActivity | No | Save email as an Activity record |