Email Action
The Lightning Email Action allows emails to be sent from anywhere in Salesforce. It will enable greater customization, such as adding and removing fields or specifying predefined values.
The action also supports all objects which have activities enabled and can be invoked from anywhere in Lightning Experience.
Email Alert
Email alerts are emails generated by an automated process and sent to designated recipients.
These actions consist of the standard text and list of recipients for an email.
You can associate email alerts with processes, flows, workflow rules, approval processes, or entitlement processes.
Omniscript Email Action
The OmniScript Email Action uses the Salesforce Email API to either send an email
Let us take an example of using Email Action in Omniscript:
Let's create an OmniScript with some field values.
To fetch the owner's email address we have used DataRaptorExtract, along with some fields in the Opportunity object [Refer to the DRE image below].
After fetching and displaying the values in the OmniScript Step element, if any changes are made to the field values, the owner of the record should receive Email Notification.
We have added Email Action after the Step element.
After the field value changes Email action will fire and Data will be saved to Salesforce by DataRaptor Post action.
For the To Email Address List, we have passed the userEmail fetched from DataRaptor Extract.
As you can see a checkbox above the To Email Address list i.e., Use Template, if you select the Use Template checkbox you can select your custom Email Template from Classic Email Templates from your Salesforce org.
[Setup >>Quick Find Box type – Classic Email Templates >> create your own Email Template]
If the user selects the Use Template checkbox, they can select any Email template which is in Salesforce Org Or they can create their own custom Email template as well.
We can add any Email id as well by unchecking the Use Template checkbox.
We can give our own Email Subject and Email Body.
In our example, the email body should have a link to the Opportunity record. So, we have added recordUrl in Body. For that, we have fetched a navigation URL in the DRE above.
You can create a table in Email Body if you want to display the values in table format using HTML tags.
In order to process the HTML code in the email body check the Set Html Email Body checkbox.
If you want to attach any document to your Email you can choose the Attachments listed under Select Document Attachments.
Finally, activate the Omniscript to test the functionality.