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Questions tagged [email-alert]

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

0
votes
1answer
16 views

Send email to each user of a public group, queue, or related list

Is there a way or workaround to send email individually to a user from a public group or queue? My use case is I have a dynamic related list of users (dependent on the type of service that is ...
0
votes
1answer
24 views

On creation of campaign in Pardot, Send an emails to users and Tack if the users have accessed/Open that mail

We need to build a Campaign in Salesforce Marketing Application called Pardot, Where we need to create a Campaign which will send out an email with a webinar link to the list of users and we need to ...
0
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1answer
22 views

How to send email alert to child record creator when parent record status changes

we have a parent-child lookup relationship on the case object. Once the relation is created, we want the child case record owner to get email alerts whenever the parent record status changes. There ...
-1
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0answers
10 views

Sub-case fields are not showing up in email template

I have an approval process on sub-case level that sends an email to the recipient to approve/reject the sub-case. I am using a custom template for the approval email that includes the fields on the ...
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votes
2answers
30 views

Fire workflow rule from trigger

Is it possible to cause a workflow rule to fire from a trigger? I would like to send an email to a group when the Owner field is changed to a specific value on the PSR object. But I'm getting the ...
3
votes
0answers
57 views

SFDX: Deploying workflows with email alerts using org wide email addresses

I have an issue where I am not able to deploy workflows to my scratch org because the workflow contains email alerts that specify an Org-wide email address as the sender. The error I get is: You must ...
1
vote
1answer
58 views

In HTML Email Template lookup field showing Name field of the related lookup object, how can I get Id instead?

I have two objects Parent and Child, I have created email alert on child with HTML email template, I have to send the link of site page in that mail template with URL parameter as Id of Parent, but ...
0
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1answer
28 views

Fire off opportunity process based on account object criteria?

Since Salesforce limits which objects can be referenced within an email alert, I'm needing to initiate an opportunity through criteria based on the account object. Use Case: Whenever a foundational ...
1
vote
1answer
24 views

Time based Workflow in combination with recipient change

This is basically a design question. I have a field (lookup to User record), called Recruiter__c. And lets say there is checkbox field that acts like a criteria for a WF. Lets call it ...
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0answers
7 views

Email Template “Link” merge field not rendering correctly

In an email template, I am using the standard "Link" merge field to link to the record that triggered the email alert. However, the merge field I am using is rendering as this: Link to the record: &...
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0answers
17 views

Create EmailMessage Activity from Flow HTML Email

I have a flow that sends an Email Alert (so that I can use a specific template). Unfortunately after the email is sent their is no activity history of this action, naturally I want to populate and ...
0
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1answer
27 views

Remove Reply-To email address

I am working with the approval process. When the workflow send the email alert to the user. The mail contains the reply-to email adrress which is wrong. I want to remove that option OR set it to the ...
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1answer
14 views

Sending two different email alerts based on Sales orders

I am trying to create a process builder rule that does the below. When a new sales order is created - Send out a new email alert template. If the order quantity is changed - Send out an updated SO ...
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0answers
17 views

Not able to send the emails

I am using the below code in execute anonymous window. when I execute the same in the dev org it works as expected but when I run this in production or in the sandbox I get the Email sent successfully ...
2
votes
1answer
14 views

Can turning Deliverability on cause previously triggered emails to be sent?

The Scenario: I turn deliverability off in my salesforce org I update records which trigger automation to send out email alerts. No emails are sent because deliverability is turned off I turn ...
0
votes
1answer
93 views

Change case owner using workflow rules doesn't trigger the email notification

We have a lightning community with a "Create a case form". Using a workflow rule we assign the case to a queue (by default it is assigned to the community user) and we expect that the users of that ...
1
vote
1answer
26 views

Restrict scheduled report emails on 0 records

There is any way to restrict scheduled report send email when report has 0 records?
2
votes
0answers
27 views

How to identify which workflow rule sent an email?

Is there any way to quickly identify which Workflow rule caused an email to be sent? I have tried to use tooling to query the WorkFlowAlert and WorkFlowRule objects. I haven't been very successful, ...
0
votes
1answer
21 views

Updating Related Record Fires email alert assigned to Parent Record

I have created process builder process which sends email alert as an immediate action. Opportunity Stage = Closed Won -> immediate action send email to entire sales team. A related record to this ...
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votes
2answers
24 views

Process Builder firing when it shouldn't

This PB seems to be firing despite not meeting (the intended) criteria and can't figure out what I'm missing. Image - Criteria says when Status = NEW and OwnerID =! a specific user, yet an email is ...
0
votes
1answer
39 views

Case replies to emails from org wide address lose original sender

Our configuration: Org wide address "Our Org Name" with email "OurOrg24@ourorg.com" Email alerts set to send using that org wide address That mailbox has two auto-forward rules, one for cases and one ...
0
votes
1answer
29 views

Batch sending out mass email to all

I have a batch which after creation of records send out emails to the opportunity Account manager for which new record is created. // Get All Opportunities set<id> Billoppid= new set<id&...
0
votes
1answer
225 views

Workflow time based triggers vs process builder scheduled actions for sending time sensitive emails

I have a custom object 'Complaints' and need to send email reminders once in 6,12,18,24 and 48 hours from the complaint created time to users asking them to complete it based on below criteria ...
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0answers
48 views

core.email.template.TemplateRenderingException: You have uncommitted work pending. Please commit or rollback before calling out

I have a problem with the email alert from a process builder. The logs show me the following issue: "core.email.template.TemplateRenderingException: You have uncommitted work pending. Please commit or ...
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0answers
68 views

Email Alert not send email

I have a problem with the Email alert, it doesn't send the email when the workflow triggers. The template of the email is a visualforce template, the problem is that if I try to send the email with ...
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0answers
11 views

Email Alert for converted leads

How can I set up an email alert to send an email to lead.convertedaccount.ownerid I don't see any similar option in the recipient type.
2
votes
0answers
11 views

Need to avoid Email Address update verification email sent to the Salesforce Users

When we update email address for a User then User receives a verification email alert in new email address and User needs to verify the new email Address then only the new address gets updated (as per ...
2
votes
2answers
40 views

Email alter to everyday using Time-Dependent Workflow Action in salesforce

I want implement Time-Dependent WF Action for 15 days before the due date. Will it send email-alter to every day before the due date(I mean all 15 days)? Thanks in advance!
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0answers
17 views

Unable to filter recent mail subject

We have enabled Email-to-Case in our organization. And we follow case comments as the activity base for the case. So, whenever customer responded to the case Or support sends an email to the ...
0
votes
2answers
51 views

workflow condition issue

I have a requirement where an email alert is sent to specific users if the following conditions are satisfied. When a case is created with below criteria: Case market = Canada AND Status = Open AND 1)...
2
votes
1answer
131 views

How to capture Workflow email alerts under activity history with date and time

I am sending a reminder email through workflow email alert. I need to capture those email alerts under Activity history Ex: I have set an email alert to trigger 15 days before today. Assume email ...
1
vote
1answer
63 views

Biweekly Email alert to user if opportunity stage is not moving forward

How to send by weekly email reminder alerts to a user on account object if its related opportunities of certain type is not moving to "Closed Loss/Won" stage?
0
votes
1answer
32 views

How to track an email alert was send from a case

I have a workflow that fires an email alert on certain condition to let customer know that the agents are on holidays. But unfortunately the workflow got fired before the specified datetime. Here is ...
1
vote
2answers
196 views

Send Email when As soon as Case spend 24Hrs in Open State

Seems like simple requirement that can be done using workflow, but I am having second thoughts that it might not work. So I am thinking to create a dateTime field to store Start Time when case ...
2
votes
1answer
113 views

Time Dependent Workflow Actions After Sandbox Refresh

We have some workflow rules that use Time Dependent Workflow Actions to send an email alert a few weeks after a record is created. Will production pending actions that are replicated to a sandbox ...
2
votes
1answer
286 views

What will happen exactly if I check “Send Contract Expiration Notice Emails to Account and Contract Owners” in Contract Settings?

Salesforce Contract settings has this option: Send Contract Expiration Notice Emails to Account and Contract Owners However, this is the only information I can find on the Salesforce help site to ...
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0answers
461 views

Change case owner from User to Queue not sending email to queue members

I want to send email to the queue members, once the case owner is changed to a specific queue. Currently, in that queue, I enabled send email to members checkbox, queue email as empty. While changing ...
1
vote
2answers
408 views

How to send email alert as email-to-case when case is closed?

I am able to send email alert when case is closed. But the email alert NOT showing in email messages at case related list: The email when case closed is marked as 'CASE CLOSED' in email subject: ...
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votes
1answer
102 views

When i am sending Email from Batch Class, why i am not getting email tracking in HTML Email Status? [closed]

When I am sending emails from Trigger, I am getting email tracking on "HTML Status" related list but on the other hand When i am sending Email from Batch Class, why i am not getting email tracking in ...
0
votes
1answer
36 views

How to email all contacts under an account from child object?

We have a proposal object that is a child of the contact object which is a child of accounts. To show is differently, Accounts-->Multiple Contacts-->One Proposal If someone creates a proposal ...
0
votes
1answer
57 views

Fast lookup not working for Email Alert

I want to send Email Alert to Opportunity Owner when Account record is updated.Therefore I believe combination between Process builder and Flow is a good idea. Heads up, I am system admin and I don'...
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0answers
80 views

Subject: case transferred to you [duplicate]

The queue members received 100 email notifications on the same case. I have checked: Support settings, email alert, workflows, etc.. Is there any other option to stop this?
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0answers
16 views

How to render an image uploaded in Salesforce file in visualforce email template?

I want to render an image which is uploaded to Salesforce files in a visualforce email template. However I am not able to display that Image, any help is highly appreciated. Thank you in advance.
0
votes
1answer
108 views

Marketing Cloud Email Send Alerts

Our team is looking to create an alert based on our automated sends and the amount of bounces accumulated over a certain period of time. Is there any options in terms of having an email alert sent if (...
0
votes
2answers
49 views

Workflow Email alert displays my name instead of the user's name for whom the conditions are met

I've got a custom field on user object. The requirement is whenever conditions are met for this custom field, an email needs to be triggered along with the name of the user. I've created a workflow ...
1
vote
1answer
38 views

how to check manager get email or not when approval process fired

I have created an approval process and for submitting object A record for submitting approval. Created a flow using Process builder to create a record of Object B when field updated as Approved on ...
0
votes
1answer
351 views

what is the daily limit of time based workflow email alert?

I have to send an reminder email after 2 week to user when the status is updated on record. I am thinking to use time based workflow. How many email will get send in 1 day? What is the limit of email ...
2
votes
0answers
61 views

which is best approach for custom email alerts, Declarative vs Programmatic?

Object_A and Object_B are two related(Lookup) objects in Salesforce, where A is parent and B is child. Requirement is, when a new Object_B record is created, an email alert should be sent to Object_B ...
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votes
2answers
313 views

Trigger a field Update after email is sent

I'm inserting records in to a custom object from apex and sending an email through workflow email alert, However whenever a update has been performed on the custom object I want to trigger the second ...
3
votes
2answers
342 views

Blank emails sent when Visualforce email template called from workflow

enter code hereI have created visualforce email template for Task Object. Email pops up to the respective user Id when sent through 'Send test and verify merge fields' with content specified in ...