When it comes to running business operations successfully, communication is one of the most essential components to take care of.

How to Trigger an Email to Child Records From a Parent Object | MassMailer and Flow Builder

In the case of automated systems such as MassMailer, specifically, triggering an email to Child’s Records from a Parent Object can be quite helpful in keeping you informed of what is going on at the back and also warning you in case everything is not working as planned.

The Flow Builder in Salesforce, on the other hand, offers a robust way of setting up email alerts and automating the process. To take it further, MassMailer provides an Apex Class that you can trigger from within the Flow Builder in Salesforce to customize the process of sending or triggering email alerts.

In this post, we will share a detailed process of triggering an email to Child Records From a Parent Object in MassMailer using Flow Builder.

How to Send Emails to Child Records from a Parent Object in Massmailer?

MassMailer is a leading and reliable solution for sending emails in Salesforce, verifying emails, and acquiring leads. It is the single-stop solution for all of your business emailing needs.

Apart from the above, MassMailer allows you to send or trigger emails to Child records from a parent object using the Salesforce Flow Builder. You can do this by using MassMailer’s Email via MassMailer Apex action in the Flow Builder to send emails.

The Apex Class in MassMailer’s Flow Builder is a powerful tool for automating different processes in Salesforce. The apex class of MassMailer also offers a strong base for managing various email functionalities.

Triggering the Apex class within Flow Builder gives you various options to populate the different properties and tailor the email alert system depending on specific triggers or events.

How to Trigger an Email to Child Records From a Parent Object | MassMailer and Flow Builder
FacebookTwitterLinkedInShare


 

How Does MassMailers Apex Action in the Flow Builder Work?

The Apex Class in MassMailer, which is integrated with the Salesforce Flow Builder, has several robust features. Since you can invoke it from within the Flow Builder directly, it becomes quite simple to integrate email into your automated processes and workflows.

Below are some of the input parameters that are mandatory to send emails to child records from a parent object:

  • From Name
  • From Address
  • Child Email Field
  • Child Relationship Name
  • Template ID/Template API Name
  • Record ID Field

It is important to note that the Apex class in MassMailer supports Standard and Custom Objects and lets you send email alters using either the Salesforce List Views or the MassMailer List View.

Attached in this PPT is a detailed process for triggering an email to child records from a parent object.

 

To Wrap Up

Triggering an Email to Child Records From a Parent Object in MassMailer using Salesforce Flow Builder can help strengthen your email campaign strategies.

The stepwise process outlined in this post enables you to harness the power of MassMailer and Flow Builder and effectively automate your email communications at scale.

To know more about MassMailer, sign up for a 15-day free trial today!