How to send table in emails via flow?

Hi! 😀

In this article, I’m gonna share something very cool which was not possible to do declaratively before Spring ’21.
With Spring ’21 Salesforce introduced a feature that now allows us to send Rich Text Emails via flows. And with the help of this amazing feature, I’ll show you how we can embed table(s) containing related records data in our emails.

For some context, let’s take a simple use case.

Use case

We want to send a list of open cases, in tabular format, related to an Account to the Account owner.

Let’s Roll

For reference, this is how the final flow should look like:

Step 1: Create a variable, parentAccount as follows.

Step 2: Get all the open child cases using Get Records element.

Step 3: Create a variable, table as follows:

Step 4: Create a variable, tableColumns as follows:

<tr>
 <th style="border: 1px solid black;">CaseNumber</th>
 <th style="border: 1px solid black;">Subject</th>
 <th style="border: 1px solid black;">Status</th>
 <th style="border: 1px solid black;">Priority</th>
</tr>

Step 5: Use an Assignment element to ‘add’ tableColumns to table variable.

Step 6: Add a Loop element to iterate over all the open child cases.

Step 7: Create a formula, tableRow as follows:

'<tr><td style="border: 1px solid black;">' + {!OpenChildCase.CaseNumber} + 
'</th><td style="border: 1px solid black;">' + {!OpenChildCase.Subject} + 
'</th><td style="border: 1px solid black;">' + TEXT({!OpenChildCase.Status}) + 
'</th><td style="border: 1px solid black;">' + TEXT({!OpenChildCase.Priority}) + 
'</th></tr>'

Step 8: Use an Assignment element to ‘add’ tableRow to table variable.

Step 9: Use an Assignment element to ‘add’ ” </table>” to table variable.

Step 10: Create a Text Template variable, emailBody as follows:

Step 11: Send the email using Send Email action as follows.

And we’re all set.

How it’d look like?

To save you some work, I packaged the flow which you can install from here: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t6F000001ZLuu

What more can you do?

• You can get as fancy as you want by adding inline styling(CSS) to the table header and rows.
• You can also use subflows to make it reusable to some extent.

I hope you find this useful! I’ll catch you in the next one! ✌
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