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

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25 views

Pull Contacts into a Case

I am trying to see if I can pull Contacts into a Case when it is created.  When a Case is created under a certain record type, I want to be able to pull in any Contacts marked as Primary that are ...
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1answer
18 views

Does Big Deal Alert work if Opportunity buttons are overridden with VF pages

I have replaced the New, View, clone and Edit buttons of my Opportunity with VF pages. I have set the Big Deal Alerts to certain conditions.But receiving empty email body in all mails. How to ...
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2answers
41 views

Email not being sent from the apex code?

I have a variable which stores the base 64 image in string. I am trying to send that variable in email body using apex code. Below is code snippet: Public void submitNewForm() { msg=''; try ...
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0answers
18 views

How to populate email alert with data from multiple objects from a flow?

I have a request to send an email alert, that needs to use data from multiple objects. Lets say account and opportunity. While creating the flow, the only record ID that is sent to the email ...
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1answer
27 views

Workflow Email Alerts Not Log In Email Related list of Case

Scenario: Whenever the case is created one workflow will fire and it will sent an email alert to the contact email of case. This is sending email to contact email as per designed but it is not logging ...
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2answers
14 views

Can i add text or lookkup field in additional recipient of email alert action of workflow?

I am trying to check if any custom field other that email can be used in email alert action of the workflow . Do anyone knows about it?
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1answer
20 views

Send Email to Account Team If Contact Email Bounce Back

Scenario : I have case object. This case object has email related list. Case has contact and contact email address field. From email related list user will send email to contact associated with case. ...
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1answer
33 views

Can I send daily Reminder Emails with a List of Open Cases?

Is it possible to send out daily reminders to users/contacts a list of open cases? I've looked into some workflows, but they would end up sending multiple emails. I'm looking for a succinct way to ...
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1answer
33 views

How can I send an automated email to my Person Account contact?

I have a Workflow Rule on the Opportunity object that sends an email to Users and the Owner which is fine. I want to add an action to the Workflow Rule to email the associated Person Account email ...
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0answers
17 views

Workflow and devliverability test not working

I'm trying to send an email alert from a workflow to the record owner. I've got the from email address on the email alert set to use an organization wide default. I can receive messages from QA ...
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1answer
47 views

Task Workflow to send email to Who (Lead or Contact)

I have a situation where I want a certain type of Task to trigger an email alert to the "Who" Contact or Lead that the task is related to. In the Spring '16 release Salesforce added the ability to ...
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1answer
36 views

How many recipients can i add in email template alert?

Could you please clarify my below queries on email alert which we have under workflow How many recipients can i add under email alert? Can i add group emailID (Eg. Supportmembersgroup@yahoo.com) ...
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1answer
50 views

Send Email Alert in Process Builder only in business hours?

I have set up a Process in Process Builder that sends an email alert via a scheduled action. All works fine and my client is happy. However, they have queried about what time the email alert will be ...
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1answer
69 views

Process builder: prevent same action from happening twice on update

I have a Process Builder flow built out where I send a notification email when an opportunity is created and specific fields are filled out. The email fires under the "Immediate Actions" section, then ...
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1answer
23 views

Is it possible to perform operation on date field in email alert via workflow?

I want to perform operation on custom date field to get the completion year.Is it possible on email template creation ?
2
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1answer
27 views

Does enabling Compliance BCC Emails include mail sent from APEX classes?

If the option Compliance BCC Email is enabled, will emails sent from APEX classes be bcc'd as well? Also I am assuming it includes mails from Workflows. Thanks Nawshine
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1answer
48 views

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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0answers
55 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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2answers
43 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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1answer
28 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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1answer
39 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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1answer
39 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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0answers
29 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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0answers
30 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
85 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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35 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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1answer
93 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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2answers
43 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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36 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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1answer
200 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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74 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 ...
3
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1answer
238 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 ...
2
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1answer
155 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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1answer
55 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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39 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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1answer
40 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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1answer
78 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
81 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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2answers
37 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
121 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 ...
2
votes
1answer
263 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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1answer
176 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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35 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 ...
0
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1answer
28 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 ...
0
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1answer
110 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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0answers
41 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?
2
votes
1answer
191 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" ...
4
votes
2answers
421 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 ...
2
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2answers
948 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 ...
0
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1answer
64 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 ...