---
schema_version: "1"
id: a6f5b5f7747b0f4f743a1f9a2a500ba319665e69b2ac58ef3ea6e9c6e264119a
title: Send an Email from a Flow with an Attachment
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/automate_flow_build_example_send_email_with_attachments.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.automate_flow_build_example_send_email_with_attachments.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b45f5786707759806ef978aa8a6a651b8ffca77b4505dbc1123c50c1b7da7541
description: Create a flow to send an email from a flow with an attached file. This allows you to include files stored in Salesforce in your emails.
products:
  - Flow Builder
  - Salesforce Platform
release: "264"
---
# Send an Email from a Flow with an Attachment

Create a flow to send an email from a flow with an attached file. This allows you to include files stored in Salesforce in your emails.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=platform.flow_ref_supported_editions.htm&amp;release=264.0.0&amp;type=5" title="Learn about the editions and user interfaces that support Flow Builder. Some Flow Builder features integrate with other Salesforce products that require additional licenses.">View supported editions.</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d51518e59">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d51518e59 ">To open, edit, create, activate or
              deactivate a flow using all flow types, elements, and features available in Flow
              Builder, including Einstein and Agentforce for Flow:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d51518e59 ">Manage Flow</td>

          </tr>
        </tbody>
      </table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_note.png)

Note You don't need to be an admin to have the Manage Flow permission. Ask your admin to add it to your profile or permission set.

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_important.png)

Important To send email from Salesforce, the Send Email action in Salesforce Flow requires domain-level and user-level email verification. Email delivery fails if either the user's email address or the email-sending domain is unverified. See [Requirements to Send Email from Salesforce](https://help.salesforce.com/s/articleView?id=xcloud.security_email_verification_requirements.htm&language=en_US&type=5).

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_note.png)

Note If you're following along in an existing flow, make sure the Send Email action version is set to 1.0.1.

- **[Send an Email with an Attachment in an Autolaunched Flow Example](https://help.salesforce.com/s/articleView?id=platform.automate_flow_build_send_email_example_autolaunch_with_attachments.htm&release=264.0.0&type=5)**  
    Use the Send Email action to send an email with an attachment to all employees living in a city. For example, you want to send an important update to all employees living in San Francisco and add attachments to your email.
- **[Send an Email with Attachments in a Record-Triggered Flow Example](https://help.salesforce.com/s/articleView?id=platform.automate_flow_build_example_send_email_with_attachments_collection_variable.htm&release=264.0.0&type=5)**  
    When your sales team is ready to send out proposal documents to the contacts involved with the opportunity, use this example flow to automatically send an email with the attachments to those contacts. This flow stores the attachment IDs in a collection variable and then passes the collection variable into the Send Email action's attachment ID collection field.

## Upload a File

Because you reference an attachment later in the flow, upload the file first.

1. Upload the file.
    
    - To upload a file that isn't attached to a specific record, from the App Launcher, search for and select **Files**. Then click **Upload Files**.
    - To upload a file that's attached to a record, open the record. Then, in the Files related list on the record, click **Upload Files**.
    
    ![An opportunity record that shows an opportunity's attachment.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/platform_automation/images/flow/automate_flow_build_send_email_with_attachments.png)
2. Select your file and save your work.

## Create the Flow

Now that you have your file uploaded, create the flow that sends your email.

1. Open the Flows list view.
    
    - From the Automation app, select the **Flows** tab.
    - From the **Flows** tab in any Lightning app, click the actions menu and select **Open Flow**.
    - From Setup, in the Quick Find box, enter Flows, and then select **Flows**.
    
    Note that the Automation app and Flows tab options don't require Setup access.
2. Create the type of flow that you want to use.
    - From the Automation app, click **New**, then click the category, and then the flow type. For example, to create a record-triggered flow, click **Triggered** | **Record-Triggered Flow**.
    - From Setup, click **New Flow**, then click the category, and then the flow type. For example, to create a screen flow, click **Screens** | **Screen Flow**.
3. Configure the Start element if needed for the flow type.

## Configure the Send Email Action

Add and configure a Send Email action element in your flow.

1. Click ![Add element plus icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/platform_automation/images/flow/flow_builder_add_element_plus.png), and search for and click **Send Email**.
2. For Label, enter a name for your Send Email element. For example, Send Quote Email. Let the API name autofill.
3. Configure the recipient information by entering a value or selecting a resource for Recipient Addresses or Recipient ID. For example, in Recipient Addresses, click **Triggering Opportunity**, and then search for and click **Email**.
4. Add your email content. Click **Compose Email Content**.
5. For Subject, enter a subject for your email. For example, Thanks for your business – Quote attached.
6. For Body, enter the body of your email. To add merge fields, click **Insert a resource...** and search for and click the resource that holds the field you want to add. For example, click **Triggering Opportunity**, **Account ID**,**Main Contact ID**, and then **First Name**. You can view the text in rich or plain format by using the **View as Rich Text** or **View as Plain Text** options.
7. If you want to send your email using rich text, for the Rich-Text-Formatted Body value, click **True**.
8. For the Attachment ID value, search or select the file that you previously uploaded. For example, click the **Attachment ID** field and search for and click **Sample Quote**.
9. Save and name the flow.
10. To make sure that the flow works as expected, debug and test it by using different scenarios.
11. To start sending emails, activate the flow.
    
    ![A flow with a configured Send Email action](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/platform_automation/images/flow/automate_flow_build_example_send_email_with_attachments.png)
    
    ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_important.png)
    
    Important After migrating flows, always review and reconfigure the Send Email action to reference the new record IDs in the target Salesforce org. This step prevents broken references and makes sure that email delivery functions correctly after migration.