Your Flow Is Flawless… But Would You Send This Email?
As Salesforce professionals, we spend hours designing Flows, building automations, and making sure every record reaches the right place.
But here's a question we don't ask often enough:
What does the person receiving the email actually experience?
Let's look at a real-life scenario.
Your Flow runs every evening and automatically sends your Project Manager a summary of today's support cases.
Email #1
Subject: Daily Support Cases Update
Hi,
Today's open cases: Case #10451 for Company X has been assigned to Ahmed. Priority is High and the current status is Waiting for Customer Response. Case #10452 for Fabrikam has been assigned to Sarah. Priority is Medium and the current status is New. Case #10453 for Adventure Works has been assigned to Karim. Priority is Low and the case has been Closed. Case #10454 for Tailspin Toys has been assigned to Mariam. This is a High Priority case and it is currently Waiting for Internal Review. Case #10455 for Alpine Ski House has been assigned to Omar. Priority is Medium and the case has been Escalated. Please review and take the necessary actions.
Regards,
The information is all there...
But imagine opening an email like this every single morning.
Finding all the high-priority cases. Comparing owners. Spotting escalations.
It takes effort.
Now look at the exact same information presented differently.
Email #2
| Case | Customer | Owner | Priority | Status |
|---|
| 10451 | Contoso | Ahmed | 🔴 High | Waiting for Customer Response |
| 10452 | Fabrikam | Sarah | 🟡 Medium | New |
| 10453 | Adventure Works | Karim | 🟢 Low | Closed |
| 10454 | Tailspin Toys | Mariam | 🔴 High | Waiting for Internal Review |
| 10455 | Alpine Ski House | Omar | 🟡 Medium | Escalated |
Which email would you rather receive every day?
Exactly.
Same Flow. Same records. Same recipients.
The only difference is how the information is presented and that can completely change the user experience.
Did You Know?
One feature that often goes unnoticed is that the core Send Email action in Salesforce Flow allows you to use a Rich Text Template as the email body.
Even better...
Rich Text Templates support HTML.
That means you're not limited to plain text, bold formatting, or colors.
You can create:
- Professional tables
- Clickable record links
- Styled headers
- Formatted sections
- Dynamic layouts
...all without writing a single line of Apex.
Why HTML Tables?
HTML tables are one of the simplest and most effective ways to organize information.
At the heart of every table are four basic HTML elements:
<table> – Creates the table.<tr> – Defines each row.<th> – Creates the column headers.<td> – Displays the data.
Using these elements together, Salesforce Flow can generate dynamic tables directly from your record collection, making emails much easier to read and navigate.
Instead of reading through a long list of text, recipients can compare information across columns and instantly identify what's important.
Final Thoughts
Automation isn't just about making processes work.
It's about delivering information in a way that's clear, actionable, and easy to understand.
The next time you're adding a Send Email action to your Flow, don't stop once the automation is complete.
Ask yourself one simple question:
"If I were receiving this email every morning, would I enjoy reading it?"
A few lines of HTML can transform a basic notification into a professional report helping your users find the information they need faster while showcasing the quality of the solution you've built.
At Cloudastick, we believe great Salesforce solutions aren't just functional they're designed with the end user in mind.