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I have created an email alert, an email template and a workflow.

The workflow is Active, with the following rule (for testing):

Opportunity: Stage EQUALS Closed Lost

Evaluation criteria:

Evaluate the rule when a record is created, and every time it's edited

Email template is 'available for use'. I have sent a test email and I receive the email.

Email Alert details: enter image description here

EDIT: enter image description here

Workflow rule: enter image description here

When I change the status of an opportunity to 'Closed Lost' I don't receive an email alert. Have I missed something really obvious?

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  • Is "Closed Lost" a literal and exact value you have in your Stagename picklist? Do you have email deliverability set to "All Emails" in the org you're testing this in?
    – Derek F
    Dec 8, 2021 at 17:46
  • @DerekF yes - "Closed Lost" is the exact value. Deliverability is set to All email. Please see screenshot within Edit above
    – h3110
    Dec 8, 2021 at 17:50
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    it says "this alert is currently not used by any rules" on the first image. are you actually using it? Dec 8, 2021 at 17:51
  • @OleksandrBerehovskyi it looks like that is the issue. How can I make the email alert use the rule? ...I have added a screenshot of the workflow rule for info.
    – h3110
    Dec 8, 2021 at 18:04
  • @h3110 I have added details as an answer. Dec 8, 2021 at 18:11

1 Answer 1

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your issue is that you have created the email alert, but it is not used in any workflow rule. You need to add it to the field update as an immediate action.

On your third screen click edit and follow steps mentioned in the documentation:

Open a workflow rule.

In the Immediate Workflow Actions section, click Add Workflow Action.

Select one of the options to create an action or select an existing one.

Click "Add Workflow Action" and "Select Existing Action" and select your "Alert/notification when...." as "Email Alert"


In general, consider using Flows, as workflows and process builders are subject to retirement in a year or so by salesforce.

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