There’s no doubt that the latest Salesforce Spring ‘25 Release came with many callouts when it comes to Flows. But let’s be real—some updates feel like small tweaks, while others immediately change how we work. That being said, there’s definitely one that we’re excited to finally see.
For years, sending an email with an attachment through Flow meant jumping through hoops—custom Apex code, external integrations, or clunky workarounds that felt more like duct tape than a real solution. Now, those days are behind us. With Send Email with Attachments, admins and consultants can finally automate file delivery without relying on developers. How’s that for impact? This isn’t just a convenience upgrade; it’s a shift in how we approach automation.
What’s New? A Quick Look
So what’s actually changed? In Spring ‘25, Salesforce introduces a new Send Email with Attachments action inside Flow Builder. Here’s what it does:
- Allows users to attach files directly to outbound emails from Flow—no Apex or third-party tools required
- Supports dynamic file selection, meaning attachments can be pulled directly from record data or predefined sources
- Works with existing email Flow actions, so it fits into automation strategies without forcing a complete redesign
Use Case 1:
Automating Sales & Lead Management Process
GTM teams can now automatically send proposals, quotes, contracts, or product brochures, reducing follow-up delays.
Use Case 2:
Enhancing Customer Support & Case Management
When a case is resolved, Flow can automatically send the right troubleshooting guide, speeding up ticket resolution and reducing manual follow-ups.
Use Case 3:
Simplifying Compliance & Documentation Workflows
Many industries require timely document delivery for audits, onboarding, approvals, and compliance reporting. Now, Flow can automate this delivery without custom solutions.
Source: Salesforce
For our clients, this update isn’t just about convenience—it’s about designing smarter, more scalable processes that simplify document delivery, enhance customer experiences, and eliminate operational friction. Salesforce has been steadily moving toward a low-code, admin-friendly automation model, and this update is a clear step in that direction. More native functionality means fewer barriers to automating processes that, until now, felt unnecessarily complicated.
If you’re handling automation in Salesforce, start testing this feature now. Look at your existing Flows—where are you still relying on manual email attachments or custom-built solutions? This update might be the missing piece.
And if you need help optimizing your Salesforce automation strategy, let’s chat!
Let's chat!
