SendBatchEmails

The SendBatchEmails Apex class is designed to send batch emails to a list of recipients with customizable options, including sender email, sender type, CC/BCC, and the option to send as plain text or rich text (HTML). It also optionally logs the email as an activity against the appropriate records.

Features

• Send Emails to Multiple Recipients: Supports sending emails to a list of recipients or a collection of SObject records.
• Customizable Sender Options: Allows specifying a custom sender email address and sender type (Current User, Default Workflow User, Org-Wide Email Address).
• Rich Text or Plain Text: Choose whether to send the email as plain text or rich text (HTML).
• CC and BCC Support: Supports adding CC and BCC recipients.
• Log Email Activity: Optionally logs the email as an activity against related records, such as Cases.

Usage

This class is designed to be used with Salesforce Flow. You can invoke the SendBatchEmails method from Flow by passing the necessary parameters through the EmailDetails class.

Parameters

• To Addresses List (toAddresses): List of recipient email addresses.
• To Addresses Collection (toAddressesCollection): List of SObject records (e.g., Contacts, Cases, Campaign Members) whose emails will be sent to.
• Email Subject (subject): The subject line of the email.
• Email Body (body): The body content of the email.
• Send as Rich Text (isRichText): Boolean flag to determine if the email is sent as Rich Text (HTML). If false or empty, sends as plain text.
• CC Addresses List (ccAddresses): List of email addresses to send a carbon copy (CC).
• BCC Addresses List (bccAddresses): List of email addresses to send a blind carbon copy (BCC).
• Sender Email Address (senderEmailAddress): Custom sender email address. Leave empty for default.
• Sender Type (senderType): Type of sender email. Options include CurrentUser, DefaultWorkflowUser, OrgWideEmailAddress.
• Log Email Against Record (logEmailAgainstRecord): Boolean flag to log the email as an activity against the appropriate record (e.g., Contact, Case, Campaign Member).

Limitations

Salesforce Flow Builder Limitations

1. Fixed SObject Type in Flow:

   • Once a Flow has been created and linked to an @InvocableMethod that uses a parameter of type List<SObject>, the specific SObject type that Flow expects is set and cannot be dynamically changed within the Flow.
   • This means that if the Flow is configured to work with a specific SObject type (e.g., Contact), it cannot easily switch to handling another type (e.g., Case) within the same Flow instance.

2. Manual SObject Selection:

   • Users must correctly configure the Flow to handle the appropriate SObject type from the outset. If a different SObject type needs to be handled, a separate Flow must be created or the existing Flow must be updated.

Workarounds

1. Multiple Flows: Create separate Flows for each SObject type you need to handle (e.g., one Flow for Contacts, another for Cases). This ensures that each Flow is configured with the correct SObject type.

2. Explicit Instructions: Provide clear instructions to users setting up the Flow, emphasizing the need to configure the correct SObject type and the inability to change it once set.

3. Error Handling in Apex: The SendBatchEmails class includes error handling to notify users if no valid email addresses are found in the provided lists or collections.

Installation

1. Deploy the Apex Class:

   • Deploy the SendBatchEmails Apex class to your Salesforce environment.

2. Create Flows:

   • Create Flows in Salesforce that invoke the SendBatchEmails method, passing the necessary parameters through the Flow's UI.

3. Configure Email Options:

   • Ensure that the correct SObject type is selected for the "To Addresses Collection" input parameter when setting up the Flow.

Example

Here is an example of how to set up the Flow:

1. Create a Flow:

   • Go to Salesforce Flow Builder and create a new Flow.

2. Add an Action:

   • Add an Action element to the Flow and select the SendBatchEmails action.

3. Configure Input Parameters:

   • Configure the EmailDetails input parameters as required.
   • Ensure that the correct SObject type is selected for the "To Addresses Collection" input parameter.

Contributing

If you find any issues or have suggestions for improvements, feel free to open an issue or submit a pull request on GitHub.