NOTE: If you are looking for support to send email alerts to any standard or custom object, please read this article.

The following article explains the process through which you can define a Workflow process using Salesforce Flow and send Email Alerts to Leads using MassMailer.

You can track the email status values such as open, click, bounce, spam, unsubscribe, etc. You can also log the activity history.

Important Note:
MassMailer email alerts feature is supported for any object as long as the object is enabled in MassMailer.

1. Navigate to Salesforce Flow:

• Click on the Salesforce Setup from the top right corner.

• Search for Flows in the Quick Find box on the left side panel.

• Click on Flows from the search results and then click on New Flow. This will open the Flow Builder.

2. Create a New Flow:

• Choose Record-Triggered Flow.

• Enter the Flow Label and API Name.

• Set Trigger: When a record is created or updated (as per your requirements).

• Click Done.

3. Choose Object and Specify When to Start the Flow:

• Select Lead as the object.
• Set the Trigger Condition:
• Click Done.

4. Define Criteria to Trigger the Flow:

• Set Entry Conditions .
• Enter the Criteria Name.
• Set the conditions logic based on your requirements.
• Click Done.

5. Define Action to Trigger the Email Alert:

• Click + Add Element → Action.

• Choose Email via MassMailer 

• Set the Apex Variables (* required):

  • Template Id*: Salesforce Email Template Id or a field containing the template Id.

  • Template API Name*: API Name of the email template.

  • Record Id Field*: Id of the Lead record (to log activity history).

  • To Address: Recipient email (optional if mapped in MassMailer Setup).

  • To Name: Recipient name (defaults to record Name).

  • From Address: Sender email (defaults to logged-in user).

  • From Name: Sender name (defaults to logged-in user).

• Click Done.

6. Activate the Flow:

• Click Activate to enable the flow.
• Confirm activation.

Once the flow is activated, it will appear in the list on the My Flows summary page.

7. Track Email Status on the Lead Object:

Email status values such as delivered, open, click, spam, unsubscribe, bounce, etc., are captured on the Lead in a related list called MassMailer Email Status.

8. Track Activity History on the Lead Object:

Activity history is captured on the Lead object for all emails sent via MassMailer.