Questions tagged [email-alert]
Email Alerts are a type of Workflow action that allow you to send an email to one or more recipients.
337
questions
-1
votes
0
answers
18
views
flow creation to generate automated mail [closed]
I want to create a flow which automatically triggers a mail to resource whenever a resource engagement name is changed to "freepool" .
- 1
-1
votes
0
answers
27
views
Email Alert Case Threading
We have an email alert that is sent to clients after 3 days of no response back from them. This is a friendly "Bump" email to alert them that we have not heard back from them yet.
We want to ...
- 1,195
0
votes
1
answer
58
views
Send Lead details using email template to specific user email address when lead is created
I have a simple web-to-lead that works as expected. What I want to do is send a copy of the form details if the lead meets a certain condition. Condition being:
LeadSource = "example".
The ...
- 3
0
votes
0
answers
77
views
Creating a Flow in Salesforce to Send an Email Alert to the Lead Owner if an MQL is not Touched Within 12 Hours
I am trying to create a flow in Salesforce that sends and email to the "lead owner" but also to individual marketing users if a lead is not followed up on within 12 hours.
I built a flow ...
0
votes
0
answers
31
views
Email Field not available in "Available Recipients"
I'm trying to create email alert. I started from creating Email field in my object, however I cannot see it in "Available Recipients". Do you have any suggestions what am I doing wrong?
- 1
0
votes
1
answer
101
views
Email alert through flow for particular profile users
Hi all I have a flow and if a particular checkbox is checked I have set an email alert to fire.
Now I have to restrict the email to be sent to a particular profile's users. I have created an apex ...
- 23
0
votes
1
answer
37
views
Email Alert Related Contact
Can I define to which email adress the email gets sent if I choose the related contact in the email alert?
What email field of the related contact will the system choose ?
Unfortunately I cannot test ...
- 5
0
votes
2
answers
159
views
Is it posbbile to send email in Scratch Org?
today I tried to send email with scratch org in APEX but not success.
Although when create scratch I added these lines to file
project-scratch-def.json like below:
"emailAdministrationSettings&...
- 23
0
votes
0
answers
43
views
Email Alerts Not Sending
Working on an a configuration that sends an email alert to the case owner when status is updated to "Replied"
Though, im not getting an email alerts to my inbox.
I've checked that the ...
- 11
0
votes
0
answers
222
views
Single Flow Interview Sending Duplicate Email Alert
I have a screen flow on a custom Lightning Page that checks the status of a process and displays the next step. Importantly, it runs automatically when the screen is loaded (with no 'start' screen), ...
- 308
0
votes
1
answer
92
views
Salesforce Web-to-Lead Form Column Separation
I'm trying to separate the following into two columns. Separation after the "phone" field. I'm using the code provided by salesforce to upload to our website. Also hoping someone can help me ...
- 3
0
votes
1
answer
850
views
Issue with Recipient Merge Field
AS per Salesforce's documentation Email Alert Actions
Lightning Email Templates
In Lightning email templates, merge fields are resolved for activity-enabled objects
only, except Contact and Lead ...
- 787
0
votes
0
answers
97
views
DMLOptions.emailHeader.triggerUserEmail Not working for Case update DML
I have set the email deliverability to All Emails and Case OwnerId is set to my User record. I have a requirement where if a Case is updated via API the owner of the Case should get an email. This DML ...
- 568
0
votes
0
answers
52
views
Slack Channel is Not Receiving Email From Salesforce Email Alert Flow
I am trying to send emails to a Slack channel whenever a checkbox field in Salesforce is toggled to 'True'. I have created the Email Alert in Salesforce and confirmed it works in the Flow, as I added ...
- 55
0
votes
1
answer
85
views
How to break the line in Formula for a flow
I want to use this formula with merge fields in Send Email action by using the formula in the body of the email. However, I am not able to line break the text in formula.
Attached are the screenshots.
...
- 5
0
votes
1
answer
647
views
Query existing records in flow to determine if duplicate
I've created a flow on an error log record creation (it's a custom object) and since it's a batch job that generates these records, want to send an email alert to the admin to inform them of the error....
- 1,455
1
vote
0
answers
57
views
Automation Studio - Export activity
I need to set - up an email alert notification once an export to data lake fails. This is especially interesting when an export fails on the last day of the month. If no notification is being sent, we ...
- 21
0
votes
0
answers
59
views
Email not being sent from autolaunched flow
I have created an autolaunched flow that based on criteria passed in decides which email alert (and email template) to use. The recipient is the Related Contact on the Case that triggered the process ...
1
vote
0
answers
108
views
Pending Approval Process Instances of inactive Approval Process are not working as expected
We had a two-step Approval Process in our org. I had a requirement to remove the first step from the process, and for the second one to modify field updates. Based on this article I cloned the ...
- 11
0
votes
0
answers
87
views
Workflow rule only triggering for admins
I have a workflow rule that sends an email notification to the user who gets a lead assigned.
This works just fine when is a System Administrator to assign the lead to someone; when this is done from ...
- 307
0
votes
2
answers
281
views
Where are emails being created? [closed]
Salesforce is sending out mainly reminder emails on tasks, is there a way to find out where they are being created? I want to know if there is a way to see what class, flow, or something else is ...
- 11
1
vote
3
answers
2k
views
Send email to Person Account through flow
I am trying to send an email to a person account through record triggered flow but I get this error : "given sobject does not match type for alert: Account".
I have an email template and ...
- 483
0
votes
0
answers
668
views
How to recreate "Update Case fields based on email message 'sent' or 'received' status" in Flow?
We have a working workflow rule that we need to move to or recreate using Flow solution. The result of the workflow is that when a customer responds to our support emails (email replies from customers)...
- 25
2
votes
1
answer
646
views
How do I stop a Scheduled Flow from sending Email Alerts even after it is de-activated?
I created a scheduled flow that was supposed to fire twice a year and send an email reminder alert to all staff about all their incomplete task for the year. Unfortunately something went wrong and the ...
- 21
0
votes
1
answer
234
views
Sending email to record owners in a report
I have a report that contains the top 20 opportunities for a certain industry. Is there a way to automatically send an email to those specific opportunity owners on a monthly basis? These ...
- 5
0
votes
0
answers
17
views
Triggered Email Alerts arriving as Spam
I am converting some of our old existing Email Alerts triggered by workflow rules to Flow, but am seeing that these are arriving in the spam folder. The email templates are html versions and the ...
- 9
0
votes
1
answer
32
views
Workflow Rule Update to Weed Out Specific Users
We have a workflow rule in place to send an email alert to our Sales Leadership team when an Opportunity of certain record type is Closed Won. I need to modify this workflow rule to not send the alert ...
1
vote
1
answer
939
views
Unable to trigger email alerts on sandbox
Salesforce release version = 54.0 (Spring 22)
I had a similar question to Unable to send emails from sandbox but this question was more generic.
My workflow involved automatically triggering the ...
- 1,175
0
votes
0
answers
132
views
Why is an email sent to only few users of queues and not all?
I created a Case assignment rule, for which has to be assignend to queue. I found that the email notification was sent to only a few members of the queue and not all. What could be the solution for ...
0
votes
0
answers
236
views
Email Alert When Package Installed In Your Org
When you install a package, the person who installed it gets the email from Salesforce -
Your request to install package "Package Name" was successful.
I would like to replicate this, but ...
- 1
0
votes
1
answer
316
views
Time Limit Error on After Save Flow that sends out emails
I need to create a flow that sends out a specific email alert when the Email_to_Send field changes. Email_to_Send is a picklist that has 10 different values. Each value has an email alert associated ...
1
vote
2
answers
540
views
Can we show a pop up message when an email is received in Salesforce?
We are sending an email message from custom LWC component embedded in a record detail page in Salesforce. When the recipient replies to that email, the reply comes to Salesforce through email service ...
- 2,520
2
votes
0
answers
2k
views
How to use the "No Reply" Special Purpose Organization-Wide Email Address in Email Alerts?
We are using our noreply@example.com to send emails from some of our Email Alerts. However, the "Use a Default No-Reply Address as System Address for Case Email Notifications" release update ...
- 4,679
4
votes
1
answer
544
views
What is the order of execution for the final approval actions in a standard approval process?
I have 5 field updates and an email alert happening after an opportunity record receives final approval (see image below).
Will they be executed in the specific order they are listed? If not, what is ...
- 165
1
vote
2
answers
718
views
Merge field in Lightning template that is being called from Flow email alert
I have a Classic email template that I call via an email alert in process builder. Because I want a non-letterhead look and need HTML features, I converted the Classic email template to a Lightning ...
- 1,331
0
votes
1
answer
2k
views
Send email alert when opportunity stage equals 'closed lost'
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 ...
- 95
0
votes
0
answers
5k
views
Merge field {{{Recipient.name}}} not working for User as Recipient in Lightning email template
I'm trying to create a Lightning email template on Lead Object. It is giving below error:
This works fine if the recipient is a contact record but fails if a user is selected.
And same thing works ...
- 108
1
vote
1
answer
439
views
Email Alert behaves differently for 'Guest' & 'Guest License' users
I have a form on public community & when a user submits it, an application record gets created. On the creation of the application record, have a process builder which sends an email. But this ...
- 334
1
vote
1
answer
7k
views
How to retrieve email alert used in flow in VS?
I have created an email alert which is being used in flow. I am trying to retrieve that email alert in VS code, using sfdx force:source:retrieve -m workflowAlert command.
But I am not able to retrieve ...
- 23
0
votes
1
answer
197
views
How do I send email alerts based on custom formula fields or past due dates? [closed]
How do I create a process that will auto-send an email alert when a record is 10, 20 or 30 days passed another date field?
-2
votes
1
answer
254
views
How to trigger email alert in salesforce using workflow rules when status changes from "New" to "Approved" [closed]
I have a picklist named status which has different values to select. I want to trigger an email alert using workflow rules only when the status is changed from "New" to "Approved" ...
- 103
0
votes
0
answers
121
views
How to create a generic class for email notification using sObject to call in multiple class in case of DML error
public with sharing class EmailNotification {
/**
*
* @param List<SObject> record
* @param String errorMsg
*/
public sendEmailAlert(List<sObject> record, String ...
- 1
0
votes
0
answers
103
views
Duplicate email alert when change an order status in workflow rule
Have an issue. I have a workflow which has to send an email notification when the status of an order is changed to 'In queue'. But it sends it twice. No one process builder or trigger use this email ...
user96348
0
votes
0
answers
232
views
Sending Alerts to account owner's Manager
I want to send an email to the account owner's manager.
I saw another question answered here
I created a lookup field on the account that looks at the user's manager. ( It updates through process ...
- 1
0
votes
1
answer
256
views
Can I modify the name of the email that comes when I do the mention on the Chatter?
As shown in the screen above, the contents of Chatter will be sent to me via e-mail when I do the Mention on Chatter. Can I customize the title of that red circle?
- 31
1
vote
1
answer
594
views
Email Alert in flow doesn't show bounced errors
I'm developing a flow to send Email Alert, but when I test this flow using an unavailable email like "*@test.com" I don't receive an error message of hard bounced. The only error I can track ...
- 11
0
votes
1
answer
347
views
How do I export all email addresses associated with an Email Alert?
I need to generate a list (csv, Excel, etc) of all Recipients of a particular Email Alert.
This alert contains Roles, Users and specific email addresses as Recipients, but I need a list of each and ...
- 15
0
votes
1
answer
518
views
Separate emails to internal and external users via workflow rule
I have a workflow rule with one email alert which sends out an email to the Contact and internal users on case creation.
The problem is that both are receiving separate emails instead of one, i.e. one ...
0
votes
1
answer
2k
views
Send Email Alert a day after due date [closed]
I have a requirement where I need to send out email to assigned user if Task is still open and it is after due date. I only managed to do the first part but now I'm a bit lost on the due date part.. ...
0
votes
0
answers
773
views
Guest User Cannot Send VF Email Template While Having Access to Object's Fields
I have a guest profile triggering a workflow rule/email alert when they click "Save Information" button on a public portal. If I log in as myself (internal user) the flow works and I get the ...