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In this week's "Automation of the Week," Brian Hayes demonstrates how to insert details from a related list into an email template, addressing a common missing feature in Salesforce. He explains that while this can typically be done using a custom Apex class and a Visualforce email template, many users may lack the time to learn these methods. Instead, Hayes presents a solution using Salesforce Flow to create an HTML list, which can be saved to a record field and referenced in an email template. The focus is on achieving this with minimal coding, involving only a few HTML tags. Hayes invites viewers to follow along in the tutorial.
