Salesforce Email Notification Automation

Have you ever built an email notification module using standard templates, only to find out later that requirements changed - you now need to support multiple source objects, related lists, or dynamic recipients? Or started with a Visualforce template, only to realize that a new requirement makes this approach useless? If so, you’ve felt the pain of email automation in Salesforce.

This ebook is built from the hard lessons of real developers who’ve struggled through limitations, quirks, and unexpected roadblocks. It will equip you with battle-tested solutions, workarounds, and code samples to save you from frustration the next time you need to send an email in Salesforce.

Consider this your life-saver for handling email notifications - efficiently and without headaches.

Table of Contents

1. Apex vs. Flow vs. Email Composer
2. Classic vs. Lightning vs. Visualforce – Email Templates Comparison
3. Email Allocations and Platform Limits – Practical Considerations
4. Typical and Unexpected Challenges with Salesforce Emails
5. Ready-to-Use Code Samples and Patterns
   1. Dynamic templates with related list support
   2. Multiple source object support and relationship traversal
   3. Bulk email sending for maximum message volume
   4. Full Apex framework for email sending