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

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20 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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26 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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11 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
11 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
47 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
12 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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1answer
40 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 ...
0
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1answer
34 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
21 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
59 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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42 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
46 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 ...
3
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1answer
79 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
85 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
98 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
25 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
35 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
117 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
271 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
26 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
150 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
191 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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0answers
36 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
30 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
30 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 ...
2
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1answer
89 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
625 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
146 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
125 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
474 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
257 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
288 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
22 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
32 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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41 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
1k 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 ...
0
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1answer
101 views

How to handle reminder email alerts without duplicate sends from multiple conditions met

How would I handle this scenario... When a record is created it has an expiry date. I want to send separate email reminders to the record owner 45,35,25,15,5 days before the expiry date. I have a ...
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1answer
54 views

Method to Cancel Email Alerts, or at least see which ones are scheduled

We have an email alert that is setup using a Time-Based Workflow rule. The time-based part is setup on Opportunity creation. There are rare instances when we have to Cancel the Opportunity (closed ...
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0answers
54 views

Email Alert Riddle

I have strange issue and I hope that someone has already faced it and found solution. Here is the scenario: There is workflow with Email Alert(it sends message to users), it triggers fine BUT only ...
2
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1answer
653 views

Mass Email to Campaign Members, what's the limit?

I'd like to send a emails to a large number of account and contacts when they are campaign members. I know it is possible to do this via the standard sfdc interface, but it is unclear how many emails ...
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1answer
1k views

It is possible to send an Email Alert with a Workflow rule applied to a task object?

we need to set an email alert action in a workflow rule applied to a task objetc and I have read on salesforce documentation that this type of action is not allowed on task workflow. Is there any way ...
3
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1answer
53 views

Workflows - Are there no logs in Salesforce?

I'm new to Salesforce having previously used Dynamics CRM. I'm trying to create a workflow to send an email when a new Resource is entered. I'm not getting the email, and there don't appear to be any ...
6
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1answer
102 views

Limitation in changing from email address from out-going emails

I noticed that for some out-going email we are not able to change from email address like the following: Approver notification email from approval process. Assignment notification email from ...
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0answers
78 views

Need Examples for Remedyforce Integration with java using API

I need a java sample code for creating the incident via email when alert gets generated on remedyforce.i had created the email services setting for it but how to pass the alert information to ...
5
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1answer
415 views

Can we change from email address of the approval process approver notification?

currently the approval notification which is going to current approver has from email address has current users email address. If approval has multiple steps, each step notification will have ...
3
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4answers
2k views

Add pdf attachments dynamically to email alerts

Setup Opportunities are related in a MDR to children__c object. When my opp reaches a stage, an email alert (via workflow) gets sent out with the opp info. I want to include a set of pdf attachments ...
4
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1answer
732 views

Customer Portal New Case comment notification not working

Working in an org where they are still using the customer portal and are not ready to switch to communities. I have enabled the setting in the Support settings for the cases, as well as the template ...
1
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1answer
63 views

Can we use Custom Label in additional email address

Is it possible to user Custom labels in Addition email address field on Approval process email alerts?
1
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1answer
135 views

Manage/Organize Workflows & Alerts

Has anyone come up with a good process for organizing and managing workflow rules and alerts? I recently joined my current company, and part of my job is to take over as the Salesforce administrator. ...
2
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2answers
145 views

Getting Alert when an account's name change - without using a trigger

How can I get an email alert (created) every time an Account's name change? With out using triggers! Workflow Rules do NOT let you specify a name change as a parameter