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Showing posts from January, 2023

Vlocity Facts #16 | Email Action

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 Email Action: The OmniScript Email Action uses the Salesforce Email API to either send an email template to the email address of a User, Lead, or Contact or to send an email body defined in the action configuration to any email address. The Use Template checkbox determines whether using an email template or a defined email body. If the  Use Template  checkbox is checked, the email will send a template to a user, lead, or contact. Select Email Template : The ID of the email template that should be used. Email Target Object ID : The object ID of the Contact, Lead, or User the email should be sent to. What Id : If you specify a contact for the targetObjectId field, a What Id can be used to further ensure that merge fields in the template contain the correct data.  Save as Activity : If this option is checked, the email is saved as an activity record on the recipient’s page in Salesforce. Org Wide Email Address : Allows the email to be sent by an Salesforce organization...