Dynamic Email Dispatch

Published on February 10, 2026 DRTE

Feature Overview: Send Dynamic Email

The Send Dynamic Email feature is a Flow-based extension of the DRTE (Dynamic Rich Text Editor) that bridges static email templates and live Salesforce data. It enables users to:

1. Select a pre-configured DRTE Rich Text/HTML template.
2. Generate real-time data tables or lists via SOQL queries.
3. Personalize the content in a WYSIWYG editor before sending.
4. Auto-Log the communication to the Salesforce Activity Timeline.

Configuration Guide (Admin)

1. The Object Action

To make the feature accessible, create a record-level action:

1. Location: Object Manager > [Your Object] > Buttons, Links, and Actions.
2. Action Type: Flow.
3. Flow Name: Send_Dynamic_Email (provided by the extension).
4. Label: Custom (e.g., Send Report, Email Briefing, Client Update).

Figure 1: Creating the Flow action on the object.

2. Template Definition (Rich Text Button / Doc Template)

The core of the logic lives in the Template record.

1. Category: Map this to the Object API Name (e.g., Account, Lead, Custom_Object__c).
2. Is Email Template: Must be checked to appear in the email flow.
3. Test SFDC Record Id: Use a valid ID to preview data during configuration.

Figure 2: Template record settings.

3. Data Integration (Dynamic Tables)

Create a document section of Table type with a SOQL Query. Instead of manual entry, use the Dynamic Table Configuration Builder:

1. SOQL Query: Define which child records or related data to pull.
2. Example: SELECT Name, Amount, StageName FROM Opportunity WHERE AccountId = :recordId
3. Column Builder: Assign labels and formatting (Currency, Date, etc.) to the query results.
4. JSON Integration: The builder generates the logic required to render this table inside the email body automatically.

Figure 3: Dynamic Table Configuration Builder.

Use Case Gallery

The flexibility of the DRTE extension allows for various applications beyond simple briefings:

User Workflow

Step 1: Initialize

The user clicks the custom button (e.g., Send Dynamic Briefing) on any record. This passes the recordId into the engine.

Figure 4: Launching the action from a record.

Step 2: Template Selection

The user chooses from a list of templates filtered by the current object. This ensures the user only sees relevant email formats.

Figure 5: Template list filtered by object.

Step 3: Real-Time Preview & Edit

The engine executes the SOQL queries and renders the document sections dynamically. The user can:

1. Search and select a contact from the system to send the email to.
2. Add a personalized introduction.
3. Format text using the rich text toolbar (Bold, Colors, Links).

Figure 6: Recipient selection and personalization.

Figure 7: Real-time rendered preview with dynamic data.

Step 4: Dispatch & Log

Upon clicking Send Email Now, the extension:

1. Sends the email via the Salesforce platform.
2. Creates an Email Message and Task record.
3. Attaches the final HTML content to the record's Activity History for future reference and compliance.

Figure 8: Sending the email.

Figure 9: Email logged to Activity History.

💡 Best Practices

Knowledge Article Number: KA-00116