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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.

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1answer
26 views

How to send daily reminders/email alerts before event start date

I have created a custom object "Assigned tasks" that works like tasks such that it has due date, status, subject, priority e.t.c. This custom object "Assigned tasks" is a child object to case object. ...
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1answer
17 views

How to add multiple scheduled actions in a process builder

I want to send reminders 45 days, 30 days, 21 days before the event start date. I have mentioned all those 3 in process builder. Please see the screenshot. The problem I am facing is if I create a ...
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1answer
19 views

How to send a reminder 45 days before the event -— formula field does not trigger the process builder

I have created a custom object "Assigned tasks" that works like tasks such that it has due date, subject, priority e.t.c. This custom object "Assigned tasks" is a child object to case object. Case ...
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0answers
19 views

Process Builder run After update

I want to run process builder after records updated. For this, I have written formula into PB. AND(NOT(ISNEW()) ,NOT( ISNULL( [Payment__c].Payers_Email__c) ),[Payment__c].Payment_Email_Sent__c=true) ...
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1answer
20 views

Why is the email alert sent from the salesforce email address instead of the email specified in the 'from email address'

I created a process that gets triggered only when a case is created. The process sends an email to the user who submitted the case(issue) via email. The email does get sent but the issue here is that ...
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1answer
23 views

Process for case not triggered when case is created from email-to-case

I set up email-to-case and create a process that's triggered when only when a case is created. The process sends an email alert to the person submitting the case. If I create a case manually, the ...
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1answer
42 views

Why email field {!Account.Name} is not populating whenever the email is sent out?

I have a simple classic email template of type text. In the email template I use merge field value {!Account.Name}. When the alert is send via workflow rule the {!Account.Name} is visible in sent ...
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1answer
13 views

Issue with Email Alert in the field 'from email address'

I'm trying to create an email alert for notifying the case submitter through email. I've set up email-to-case automation and now I'm working on the response email. I'm stuck at the 'from email address'...
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1answer
13 views

Cross Object Email Alert using Workflow

I have a custom object called Employee__c which contains an custom email field Email_1__c and also this object is one of the Parent to a Junction Object called Joemp__c. I have an custom picklist ...
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1answer
33 views

How to solve a Time-Dependent Workflow rule issue?

I have a Time-Dependent Workflow rule with Evaluation Criteria: Evaluate the rule when a record is created, and any time it's edited to subsequently meet criteria I need an e-mail alert to be send ...
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11 views

Can we customize the email notifications to be sent to Event invitees when we click “save & send update” button?

Can we stop standard email notifications & Can we customize the email notifications to be sent to Event invitees when we click "save & send update" button?
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1answer
36 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 ...
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1answer
30 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 ...
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1answer
29 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 ...
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2answers
47 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 ...
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0answers
178 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
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1answer
102 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 ...
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1answer
29 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 ...
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1answer
28 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
20 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 ...
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1answer
34 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 ...
0
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1answer
15 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
20 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
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1answer
16 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 ...
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1answer
133 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 ...
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1answer
34 views

Restrict scheduled report emails on 0 records

There is any way to restrict scheduled report send email when report has 0 records?
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0answers
31 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, ...
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1answer
22 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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2answers
25 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 ...
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1answer
47 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 ...
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1answer
33 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&...
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1answer
302 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
74 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
129 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
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0answers
13 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
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2answers
48 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 ...
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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
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2answers
194 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
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1answer
78 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?
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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
284 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
132 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
375 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
558 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
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2answers
557 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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1answer
130 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
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1answer
47 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
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1answer
64 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'...