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

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21 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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4 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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9 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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34 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
39 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
25 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
25 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
41 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
46 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
37 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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34 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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1answer
42 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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26 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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53 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
81 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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72 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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54 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
23 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
327 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
21 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 ...
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2answers
110 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
69 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
42 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
112 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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47 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
130 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
134 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 ...
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1answer
160 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
321 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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0answers
32 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
52 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
225 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
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1answer
454 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
35 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.
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2answers
288 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
392 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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0answers
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?
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1answer
34 views

Monitor email service with data feed: email report

I am surprised I do not find find any examples of best practices on this matter. So, I have feeling maybe I am doing something wrong. We have email service which is receiving emails with CSV file ...
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1answer
117 views

Email Alert when attaching the solution into the Case

How do I send an email alert by using the workflow when attaching the solution into the case?
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2answers
972 views

Time-based workflow when overdue object

I have a custom field on a standard object called Due_Date__c. When the record has an overdue date, the owner of the record should receive a reminder email. So I have set a workflow rule with a time ...
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3answers
209 views

Time dependent workflow email alert is not received

I have created a site to create case. I have a time dependent workflow in case object which will send email alert after one hour if the case is still at queue. The Workflow action is triggered ...
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1answer
205 views

how to report/query the recipients of email alerts

When I am deactivating a user I get a warning to say that they are included in email alerts and so cannot be deactivated. However, as I have hundreds of email alerts set-up, it is not practical to go ...
2
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1answer
669 views

Visualforce Email Template for custom fields

I have a custom object called Feedback that has a name field. I have set up an email alert every time a feedback is created. But I'm unable to add a link back to the feedback created(in salesforce) in ...
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1answer
422 views

Can I change the notification email sent when transferring a record to a new owner?

Is it possible to change the contents of the email that is sent to the new owner of a record when someone transfers ownership and checks the 'Send Notification Email' box? I would like to provide my ...
2
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1answer
399 views

Can we associate business hours with workflow rules

we are currently working on the case object using custom case escalation workflows with email alerts that works based on the time dependant workflows.Even though we setup the business hours in the ...
2
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1answer
24 views

How can a user will be qualified to receive email from alert@salesforce.com?

How can a user will be qualified to receive email from alert@salesforce.com? I want to add other users to receive those email coming from alert@salesforce.com. How can i do this?
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1answer
36 views

Deprovisioning User in SF, Must look for all email alerts first (manually)

When we want to deprovision a user in Salseforce, we need to manually search the email alerts the person receives and remove each one individually before being able to deactivate their account. The ...
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0answers
54 views

Can't disable email alerts

We have email alerts setup to notify us internally however I cannot disable them for some reason. I'm not that familiar with SF so I'm wondering if there's some other place than where I'm looking ...
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1answer
2k views

Execute workflow if picklist value is NOT equal to “ABC”

if pick-list value of Lead Status is not equal to "ABC" i want to execute workflow rule. If it is equal to "ABC" it shouldn't run the rule. How do i achieve this in formula field. I tried using ...