Send email alert when opportunity stage equals 'closed lost'

Question

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:

EDIT:

Workflow rule:

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

Answer 1

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.