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In this tutorial, Brian Hayes presents a step-by-step guide to automate the insertion of details from a related list into an email template in Salesforce. He highlights this method as a solution for a missing feature in Salesforce and notes that it typically requires a custom Apex class and Visualforce email template, which many users may not have time to learn. Instead, Brian demonstrates how to achieve the same outcome using Flow, with minimal coding involved. The process includes building an HTML list that can be saved to a record field and referenced in an email template, aiming for an efficient solution with just a few HTML tags.
