Let's Build an Email-to-Account Process

This post will walk you through the steps required to create an Email to Account process. If you are unfamiliar with Email-to-Flow, take a minute to review Introducing Email-To-Flow, a low-code Email Service.

Let's get started.

Create a new Flow using an existing Email-to-Flow template.

Choose Email-to-Opportunity and click on create.

Renamed the flow, then click advanced and set the source template.

Modify the flow as needed.

In our specific flow, we introduced two different collection processes to match an email to 1 or many accounts. A small snippet is included below.

Snippet of the update Account flow.

Review the included Create Email Message/Created Records step. Since we leveraged the Email-to-Opportunity template to start, this step is expecting an Opportunity Id.

Open the Create Email Message / Create Records step. Make sure the Related To ID is being set to your retrieved Account id(s).

Save the flow.

Activate the flow.

Create a new Email Service or leverage an existing. Note the email address generated.

Navigate to the EmailToFlow Custom Metadata Type and create a new entry mapping the new email address to the new flow. Note: The Flow Name is the Flow API Name. Set the isActive checkbox to true.

For this example, we leveraged a Gmail email account and very basic forwarding rules. This is for demonstration purposes only. Please adjust your configuration based on your unique email server setup. Also note, your specific email server and configuration may result in differences in the to address, from address, and email headers.

In Gmail, forward all emails received to the email service email address created above.

You now have everything you need to start testing out your new Email-to-Account process.

• Send an email to you Gmail account.

• The Gmail account will forward the email to the Salesforce email service.

• Email-to-Flow will map the email to the specific flow.

• The flow will process your transaction.