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

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Email alerts for customer community users

I have following problem: I created a workflow rule(Workflow's object is User) which fires when user with license Customer Community Plus Login is being deactivated. This workflow rule sends an email ...
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17 views

send email to custom object record

I've a custom object golden_member__c, with checkbox field contacted__c Golden member object related to a lead. I've a trigger to create Golden member record if the lead_type__c = 'golden member'. I ...
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32 views

VisualForce apex:repeat Related Objects not rendering in VF Email

Thanks to Boris Bachovski , I was able to successfully get my VisualForce email to compile. However, when I fired off a test Email Alert, (this action was linked with the VF Template) the ...
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19 views

What value to Deploy in the 'recipientType' attribute?

I want to use a VisualForce Email Template for Email Alerting emails listed in a specific SF email alert. What "recipientType=" value should I use if I want the recipients to be defined in the ...
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24 views

Once role is assigned to Account Team Members send email?

Once role is assigned to Account team members we need to send email alert. Is it possible by workflow or any other means?
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35 views

Opportunity Notification based on Related Object

Our Opportunities have a related object, named Billing Schedules. These house individual billing entries for Opportunities. What I'd like to do is spawn an email notification using a workflow that ...
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17 views

Email 5 months before contract End date

I want to create an email to send to our team whenever a contract is about to expire. it needs to be 5 months before it expires. i cant set a formula inside of the field becasue you can't send an ...
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28 views

Billing Schedule and Opportunity Email Notification

We have a custom object for Billing Schedules created to house individual billing entries for Opportunities. What I'd like to do is spawn an email notification using a workflow that triggered when a ...
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1answer
55 views

Dashboard Components in Custom HTML/VisualForce Emails?

I am trying to send specific dashboard components in regularly programmed html emails, and doing some basic reading suggests this certainly isn't an overtly offered feature by Salesforce (yet) but I ...
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27 views

New Case Alert triggered when existing Record edited

Anytime a Case's fields are edited, our Salesforce's instance will send out a 'New Case Alert' even though that Case is pre-existing, and a user only edited the record. We have an Email-to-Case ...
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39 views

Email Alert Recipient Related User Addition

How do I add a Related User to the object, or related records, from which an email alert is coming from? For example, I have a custom lookup field on the User object named Opportunity Approver. What ...
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33 views

trigger to send an email to owner in contact object

Can anyone help me how to write the trigger to send an email when a contact is created. Or can we do this with the work flow in salesforce. Regards, Raju.
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31 views

email alert - recipient

I have an email alert which is sent to the case owner (via workflow), but in the actual email received - there's always the general email account added automatically (total of 2 recipients). How can I ...
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75 views

Can notes and attachment email alert via workflow possible?

Is it possible to do a **email alert workflow ** only everytime a file is uploaded in notes and attachment?
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44 views

Sending a consolidated email

I have a requirement to send an email with the contacts created everyday to my manager on a daily basis and I have a similar requirement for the other custom objects too. My manager wants a ...
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1answer
118 views

Time-Dependent Workflow rule not working

I have a time dependent workflow rule that doesn't work. Criteria: A case object's status is changed to "X" or "Y" after 3 days - send email alert after another 4 days - send another email alert ...
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1answer
80 views

When are workflow email alerts sent in a transaction's order of execution?

Looking for some clarification on this. In the documentation, it's stated that steps 10 and 11 are: 10. Executes workflow rules. 11. If there are workflow field updates, updates the record again. ...
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39 views

How can I send an email notification to user on first time log in to salesforce? [closed]

We want to send email notification to user on first time login to Salesforce. Has any one tried it? I did it using a trigger but I am not able to get it done using Workflow. I can't compare LastLogin ...
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37 views

Issue with displaying related object fields in email alert via trigger using Email Template

I am sending an email alert from my trigger using the below template. The problem is that {!relatedTo.Id} cant be seen in the email alert. How could this be achieved other than substituting the email ...
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36 views

Which profile is workflow/email alerts using

We are using an Visualforce email template to send emails via workflow/email alerts. During testing, the email is received. But anything related to data is not populated. Things like ...
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55 views

Email Alert sent to Related Contact Not Merging Contact Fields

I've got a workflow that runs every time a Foo__c is inserted and sends an Email Alert to the Related Contact Foo__c.Contact__c. According to this: ...
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1answer
71 views

workflow email notification

In workflow -> Email notification (I want to set the below format, I am unable to set the NEW STAGE) Dear "Approver" "Opportunity Owner" made a change to "Opportunity Name". The ...
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29 views

Household Email Alert when Custom Object Record is Created

The directors in my organization take attendance at the beginning of each class. They do this by creating records through a custom object called 'Absences'. It is imperative that the parents know ASAP ...
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1answer
82 views

Can I change Email Alert Additional Email recipients based on RecordType?

We are in the process of going multicompany in SF and separating company information by RecordType. Two of our companies have substantially similar business processes and the customizations we have in ...
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1answer
161 views

Task completed: Email Alert

I have a Service Cloud in which: a User A owns a Case X; a User B receives a call about the Case X; the User B creates a task of type "urge" on the Case X and sets it as "completed" (the User A is ...
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111 views

Workflow Rule and Time Dependent Email alerts

I am having an issue with getting my email alerts to work. i have got them to work however they only work upon creating and editing. story: I have created a custom object with a custom field called ...
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34 views

Send email to ContactRole using Flow

I created a custom ContactRole inside Merchant object in Salesforce. Inside the Merchant details i created a simple checkbox which when ticked, i want to send an email to anyone who's under the ...
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27 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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89 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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37 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
145 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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2answers
311 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
578 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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50 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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39 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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295 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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1answer
295 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
125 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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248 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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146 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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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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33 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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53 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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3answers
384 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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148 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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135 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
100 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
151 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
270 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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104 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 ...