Flow Scheduling Prerequisites

Applies TO | CUNEIFORM FOR CRM CUNEIFORM FOR DATA CLOUD

Sending Emails from Salesforce Schedule-Triggered Flows

To send an email from a schedule-triggered flow, Salesforce orgs must have a trusted email address that the automated process user can use in any delivered messages. To enable this, Salesforce Admins must configure two feature settings within Setup: organization-wide email addresses and automated process settings.

Define an Organization-Wide Email Address
five minutes

Learn how to create and verify email addresses that Salesforce can leverage for outbound email communication. This walkthrough will explain configuring and verifying an organization-wide email address in your Salesforce org.

Assign a Verified Address to the Automated Process User
five minutes

Learn how to assign a verified and trusted organization-wide email address to the automated process user in your Salesforce org. This user is leveraged in schedule-triggered as the operating user – and any notification activity from within the flow (like sending an email) is performed by this user. This walkthrough will explain assigning a verified organization-wide email address to the automated process user.

Configure Email Deliverability
THREE MINUTES

Learn how to configure email deliverability within your Salesforce org to support the delivery of email notifications from within your Cuneiform for CRM or Cuneiform® for Data Cloud scheduled flows. Email deliverability may require different a different configuration in a sandbox vs. production environment.

Additional Resources

Use these articles to learn more about the Salesforce features highlighted in these walkthroughs.

Organization-Wide Addresses

Configure Organization-Wide Addresses. If your Salesforce org requires users to share a common email alias, you can define a list of organization-wide addresses for each user profile.

Create an Organization-Wide Email Address. While users in an organization have their email addresses, there may be instances where a company-wide or alias email address is needed for users to send emails.

Considerations for Using Organization-Wide Email Addresses. Review a few details before creating organization-wide addresses and assigning them to your Salesforce user profiles, including information about mass emails and reporting.

Automated Process User

Emails from the Automated Process User. The flow email actions Simple Email and Email alerts now specify the sender with the email address used for automated process user in Settings. Use your organization-wide email address for the automated process user so that recipients receive emails of flow actions that invoke auto-launched flows with triggers and event processes.