Email Alerts are a type of Workflow action that allow you to send an email to one or more recipients.

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12 views

How can I configure the SF to notify the customer when attachment is too large and the email failed?

I wanna know about NDR (non-delivery report) in SF. Firstly, what's the maximum size per file in attachment? When these are too large, how can i notify the customer automatically? This feature ...
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1answer
20 views

Email Signature

I have one scenarios like, have configured out going email setting under "My Email Settings" and there i have mentioned a signature. Now i also have one visualforce email template with a different ...
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15 views

Can I create an email alert workflow that triggers when an attachment is added to a case?

This question was asked a number of years ago and the answer was essentially NO (without Apex programming) - Is this still the case? And if so, how complicated would this be to program?
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1answer
33 views

Send email alert to Account lookup fields, based on Opportunity Criteria

I'm hoping someone can help me with this dead-end I've gotten myself into. Here's the use case: There are two lookup fields on the Account object that pull a User in our org: "Business Consultant" ...
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1answer
16 views

Email Alert Fails with Sites User “INSUFFICIENT_ACCESS_OR_READONLY, user does not have access to use approval assignment email template: []”

Question Is there anyway to get workflow email alerts to work when sent based on an action from a Sites user? Background We have an integration that pushes records into our system via a force.com ...
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2answers
60 views

Merge field not populating in Email Template

I've an email template and I've few merge fields in them. This email template was working fine until we migrated this to a new environment. So, first thing is that I'm using the same email field to ...
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1answer
25 views

Edit Email Alert message before send

Is there a way to edit the email message that is being sent as Email Alert (just before sending, from apex)? I would like to add some special text from apex code, but also wouldn't like to create the ...
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0answers
20 views

Why do I get Hundreds of Salesforce.com Alert emails a day?

For at least a month or so on some days I literally receive hundreds of Salesforce Alerts email that notify me of maintainace windows or removals of server slowdowns. I don't wan't nor need nor know ...
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77 views

How can I send an email alert every day to 5000 contacts

We want to send an email to contacts every day. There will be say 5000 contacts. I can't do this with apex code because there is a limit of 500 emails per 24 hour period. So I will have to do this ...
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71 views

Time-based Workflow not triggering

I've been working on testing a time based workflow, that fires off an email 1 and 3 hours after a new contact is created. Of course, this is small scale testing, as I would eventually like to ...
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3answers
22 views

Issue with Email Alerts and Test.setMock - Uncommitted Work Pending

Seeing this error now if an object has an email alert on it during insert and using test.setMock Disabling the workflow/process builder that contains the email alert and the test passes fine. ...
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1answer
22 views

Is there any way to specify recipients in CC while using email alerts using Email fields present on Object

I have an Workflow Email alert for ABC custom object. So I need to send the email to various recipients using Email fields on ABC Object. But here is the problem: Is there any way to specify ...
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41 views

Cross-object email formula fields

I cannot use the email field from a grand parent object as a recipient in my workflow that is triggered from the child object. I am getting stuck because the formula field I use to populate the email ...
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10 views

Why isn't the Recipient field available for Email Alert List Views?

I am trying to create a List View for our Email Alerts & the Recipient field is not available to display as a Column. Why is that?
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13 views

Email alert not firing in Spring '15

I have an email alert that fires upon record creation and sends an email to the related contact's email address. This worked fine before 13. feb, but doesn't anymore. This is a normal (ie not a ...
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39 views

Workflow issue - greater or equal than X catching values lower than X

So, I have a workflow that is supposed to send emails to company when an opportunity is closed with amount greater or equal to 10 000 USD, but instead, he is catching all the values in the amount ...
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1answer
86 views

Workflow email alerts to Contact Role in Opportunity

Unfortunetly Salesforce currently does not allow emails to be sent to Contact Roles in Opportunities via Workflows. (Idea Exchange link) I would like to know if anyone else has come across this ...
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1answer
41 views

Notify Requestor when Case Status Changes

I'm trying to figure out how to notify the requestor when the Case status changes. For e.g. New to Inprogress with comments.
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1answer
36 views

Default email address on email type field

I would like to give an email field a default email address of 'test@gmail.com' onto every opportunity record in Salesforce. I need to use an an email type field for this (for setting email alerts ...
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2answers
51 views

Send email using an APEX controller and assign FROM email address

Is it possible to assign FROM email address to an email going out from an APEX class. This email will be triggered by an insert operation. Currently, which ever user(portal user) is performing this ...
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2answers
64 views

How to handle Email Opt Out for Various Categories

We have a requirement as Contact having 2 checkbox fields as 1. Unsubscribe Newsletter 2. Unsubscribe Webinar Emails If Contact select "Unsubscribe Newsletter" then no mails will send to the Contact. ...
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2answers
71 views

Is there a way to avoid sending duplicate email alerts?

I handle our support cases. I have a workflow rule that when a case is updated it sends a notification to the Case Owner and to the manager of the Account. Sometimes these two people are different, ...
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0answers
49 views

User Field Level Security behavior with a Workflow Email Alert using a custom Visualforce page

I'm currently having an issue with a custom Visualforce email template not displaying a field value when sent. This email is sent using from a Workflow rule assigned to an Email alert. Considering ...
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63 views

Problem with sending an email that uses a custom component/controller

I've put together a Visualforce email template for cases and I'm running into an issue with it that only occurs when the case is initially created. The component pulls a list of related records from a ...
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42 views

Why am I seeing email notifications in a different language?

For some reason, when an external user/customer updates a support case, the email notification I receive is in a different language. As far as I know, I haven't explicitly configured Salesforce to ...
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85 views

Quote Approval that Notifies a Manager by E-mail (no action required from the manager)

I want to be able to add a notification e-mail to my approval process when a quote is approved. Here are the approval processes that I have right now.... Over $100k List Price Rep submits quote ...
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1answer
180 views

Email Template not populating {!Contact.Name} with workflow Email Alert

I have created an email template using {!Contact.Name} merge field to display conatct name. Object XYZ__c has a lookup field MyContactLookup__c. I have created workflow on object XYZ__c on record ...
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103 views

How to set multiple “setwhatIds” and “setTargetObjectIds” in salesforce?

How can I set multiple objects Id in targetObjectsIds and WhatIds?? Whenver I tried to do that it gives an error String[] bccAddress = new String[] {'contact@testcompany.com'}; ...
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97 views

Email notification on password expiration

I need to send an email for all users using one particular profile if password expires within next 30 days... Implemented workflow similar to the one in ...
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2answers
29 views

Salesforce Web to lead

We have a web to lead form setup. The people that enter these leads are NOT SFDC users. Part of the form requires them to enter their name and email. It also makes them pick from a list of sales reps. ...
2
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1answer
567 views

Should time-based workflows trigger upon record update that puts trigger date in the past?

I ask because I'm getting conflicting info from the SF documentation On the one hand: What happens if I update the value of a date field used in a time trigger? If you update the date field ...
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1answer
30 views

Dynamic domain/link in Email Alerts

Scenario: I am using Salesforce sites to display a form where a user can enter some data. When a user finshes, I have an email alert setup with a link in it to send the user to another page on the ...
3
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2answers
170 views

Workflow to send reminder email to owner and manager when invoice is overdue?

I have a custom object, Sales Invoice, that has a custom formula field to calculate the number of days overdue. I want to send an automated email at XX days overdue to both the account owner and ...
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1answer
130 views

Attach workflow email alert with Case

I have a workflow to send email alert with custom template to the contact once case is created. I need to keep track of all these outgoing emails in some way, for instance - attaching it to the Case. ...
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1answer
51 views

Controlling who receives workflow rule email alerts

Here's the scenario: I have set up a community where external users can create cases. When a case is commented on the creator of the case receives an email alert based off of the template I added to ...
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3answers
138 views

How can I configure salesforce to notify a customer case contact when an internal support rep sends in a email updating the ticket?

I'm using SalesForce for case management. When I respond to customers through salesforce.com from my Desktop, I can send emails / case comments and they are sent from our support address ...
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49 views

I must be misunderstanding lookups

I feel I must be completely misunderstanding lookups, but regardless of where I search I can't find an answer to my problem. I have 2 existing objects. A standard object (Idea) and a custom object ...
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1answer
197 views

Alert Case Owner of new Email

I am trying to set up a workflow rule that does the following: When an email reply to a case comes in ... in other words there is an email with the Status = "new" --> send an email to the Case Owner ...
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2answers
151 views

Workflow Email Alert Error: “action name not found: <Email Alert Object>” when in package

So I have a workflow I am developing as part of a package in the Developer Edition. This workflow sends out an email alert. Now I am having issues with it. When the package was not name-spaced, the ...
3
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1answer
233 views

How could {!Contact.FirstName} work on email template used for Lead Record Creation

I have a email template with {!Contact.FirstName} merge field in it, this email template is used in an email alert used in a work flow rule that gets triggered when lead is created through web to lead ...
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2answers
453 views

how to send an email alert to an account owner's manager

I am trying to configure an email alert to be able to send out to the manager of the account owner of an account. To this end I have set up a field on the account object that stores the email of the ...
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45 views

Is there anyway to send an Email Alert to a Territory Assignee?

We have implemented Territory Management in our Org. In our scenario, we have multiple business units which divide their territories differently and we keep one Account for all the business units. ...
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2answers
67 views

How Can I send Monthly Lead Status report to individual lead owner through Email as an attachment?

How Can I send Monthly Lead Status report to individual lead owner through Email as an attachment ? Individual user should get notified with all open Leads. Email attachment should only consist Leads ...
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1answer
305 views

Email Alert on Custom Object

We have a custom object called Worklog. This custom object (Worklog) has a custom field (Worklog_User__c) which is a lookup to an salesforce user. This user should get a notification whenever a ...
3
votes
1answer
606 views

Email Alert using VisualForce Email Template Produces Empty Email

I want to send an email on creation of a record. The email must contain information about the record plus certain related detail records. I chose a VisualForce email template with a VF component ...
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1answer
46 views

Email Alert when a record's status not changed

Is it possible to build a solution that will send out an email when the status of a Case Record has not been changed for a certain amount of time ?..let us say 24 hours.
3
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2answers
361 views

Email Alerts and Formula (Lookup) Fields

I'm hoping a SF guru can help me think through this problem. Here's an example: imagine that I have two objects: Offices, and Issues, a child object. In Office, I have an email field called 'Point ...
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1answer
559 views

How to create an email alert to task creator when task is complete

Is it possible to create an email alert that goes to the task creator when a task is complete?
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38 views

Which version of the data do Time-Based workflows use?

We are having an issue with an email alert based on time-based workflow. It appears that the email is being sent to the Account Owner at the time of the initial scheduling of the time-based ...
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34 views

How to show all the Email notifications that I am set-up to receive?

How can I create a report in Salesforce to show all the Email notifications I'm set-up to receive?