This guide walks you through setting up a triggered personalization email using:

• Apex-defined data source

• Flow (On-Demand)

• API (cURL)

🔹 Step 1: Create Apex Class

This class acts as the data contract + formatter for your email.

✅ Apex Class: OrderConfirmationContactService

public class OrderConfirmationContactService {

   // ----------------------------

   // Basic fields coming from API

   // ----------------------------

   @AuraEnabled public String LastName { get; set; }

   @AuraEnabled public String FirstName { get; set; }

   @AuraEnabled public String OrderNumber { get; set; }

   @AuraEnabled public String ItemName { get; set; }

   @AuraEnabled public String ItemQuantity { get; set; }

   @AuraEnabled public String PaymentMethod { get; set; }

   // ---------------------------------------

   // Formatted fields used directly in email

   // ---------------------------------------

   @AuraEnabled public String OrderDateYmdJp { get; set; }

   @AuraEnabled public String OrderDateYmdSlash { get; set; }

   @AuraEnabled public String ItemPriceFormatted { get; set; }

   @AuraEnabled public String TotalAmountFormatted { get; set; }

   // ------------------------------------

   // Internal raw values for calculations

   // ------------------------------------

   private String orderDateRaw;

   private String itemPriceRaw;

   private String totalAmountRaw;

   // ----------------------------

   // OrderDate custom property

   // ----------------------------

   @AuraEnabled

   public String OrderDate {

       get {

           return orderDateRaw;

       }

       set {

           orderDateRaw = value;

           OrderDateYmdJp = null;

           OrderDateYmdSlash = null;

           if (String.isBlank(orderDateRaw) || orderDateRaw.length() < 10) {

               return;

           }

           Date d = Date.valueOf(orderDateRaw.substring(0, 10));

           DateTime dt = DateTime.newInstance(d, Time.newInstance(0, 0, 0, 0));

           OrderDateYmdJp = dt.format('yyyy年MM月dd日');

           OrderDateYmdSlash = dt.format('yyyy/MM/dd');

       }

   }

   // ----------------------------

   // ItemPrice custom property

   // ----------------------------

   @AuraEnabled

   public String ItemPrice {

       get {

           return itemPriceRaw;

       }

       set {

           itemPriceRaw = value;

           ItemPriceFormatted = null;

           if (String.isBlank(itemPriceRaw)) {

               return;

           }

           Decimal amount = Decimal.valueOf(itemPriceRaw.replace(',', ''));

           ItemPriceFormatted = amount.format();

       }

   }

   // ----------------------------

   // TotalAmount custom property

   // ----------------------------

   @AuraEnabled

   public String TotalAmount {

       get {

           return totalAmountRaw;

       }

       set {

           totalAmountRaw = value;

           TotalAmountFormatted = null;

           if (String.isBlank(totalAmountRaw)) {

               return;

           }

           Decimal amount = Decimal.valueOf(totalAmountRaw.replace(',', ''));

           TotalAmountFormatted = amount.format();

       }

   }

}

🔹 Step 2: Create Test Class (Validation)

This ensures your Apex logic works and is deployable.

✅ Test Class

@IsTest

private class OrderConfirmationContactServiceTest {

   @IsTest

   static void testFormatting() {

       OrderConfirmationContactService s = new OrderConfirmationContactService();

       s.OrderDate = '2026-02-05';

       s.ItemPrice = '2000';

       s.TotalAmount = '22000';

       System.assertEquals('2026年02月05日', s.OrderDateYmdJp);

       System.assertEquals('2026/02/05', s.OrderDateYmdSlash);

       System.assertEquals('2,000', s.ItemPriceFormatted);

       System.assertEquals('22,000', s.TotalAmountFormatted);

   }

   @IsTest

   static void testBlankValues() {

       OrderConfirmationContactService s = new OrderConfirmationContactService();

       s.OrderDate = null;

       s.ItemPrice = null;

       s.TotalAmount = null;

       System.assertEquals(null, s.OrderDateYmdJp);

       System.assertEquals(null, s.OrderDateYmdSlash);

       System.assertEquals(null, s.ItemPriceFormatted);

       System.assertEquals(null, s.TotalAmountFormatted);

   }

}

🔹 Step 3: Create Email Template

Steps:

1. Go to Content Builder

2. Click Create → Email

3. Choose:

   • Use Component OR

   • Build from HTML

Add Data Source:

• Click Data Source → Add

• Name: OrderConfirmationSource

• Type: Apex

• Select Event

Use Personalization:

Insert fields like:

• FirstName

• OrderNumber

• OrderDateYmdSlash

• ItemPriceFormatted

• TotalAmountFormatted

👉 These come directly from your Apex class.

🔹 Step 4: Create Flow (On-Demand)

Steps:

1. Create Autolaunched Flow (No Trigger)

2. Add Send Email Action

Create Input Variable:

Property

Value

Resource Type

Variable

API Name

orderInput

Data Type

Apex-Defined

Apex Class

OrderConfirmationContactService

Available for Input

✅

👉 This is critical for API-based triggering.

🔹 Step 5: Trigger Flow via API (cURL)

✅ Final cURL Command

curl --location 'https://yourInstance.my.salesforce.com/services/data/v65.0/actions/custom/flow/Order_Confirmation_Flow' \

--header 'Content-Type: application/json' \

--header 'Authorization: Bearer YOUR_ACCESS_TOKEN' \

--data-raw '{

 "inputs": [

   {

     "EmailAddress": "test@example.com",

     "IndividualId": "003XXXXXXXXXXXX",

     "orderInput": {

       "FirstName": "Soumya",

       "LastName": "Singh",

       "OrderNumber": "ORD-1001",

       "ItemName": "Wireless Mouse",

       "ItemQuantity": "1",

       "PaymentMethod": "Credit Card",

       "OrderDate": "2026-02-05",

       "ItemPrice": "2000",

       "TotalAmount": "22000"

     }

   }

 ]

}'

🔹 Expected Response

✅ Success:

• HTTP Status: 200 OK

• Flow executes

• Email sent

❌ Common Errors:

Issue

Fix

401 Unauthorized

Check access token

Flow not triggered

Verify API name

Null values

Ensure input mapping

🔹 Key Takeaways

• Apex handles data formatting

• Flow handles execution

• API enables real-time triggering

• Email uses clean personalization fields