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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7 views

Troubleshooting Site Guest User Access after enabling “Secure Guest User Record Access”

Unexpected problems with email alerts after users enabled "Secure Guest User Record Access." Here are my notes on how I finally worked it out.
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1answer
20 views

send a email notification everytime a formula field is changed except for the first time edit

I need to send a email notification when a formula field changes except for the first time. I have a workflow rule setup to evaluate every time the record is changed and setup rule criteria "...
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1answer
19 views

How to send an Email Alert that is Tracked from Process Builder?

I"m working with a Process Builder, and I'm able to create a messages record on the opp that has tracking turned on, but when I send the test email from the Opportunity, everything works fine except ...
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26 views

Add several recipients in email template

Good morning, I have an Email Alert that calls an Email Template to send a email. My Email Alert has 2 recipients. I would like to mention each recipient in the email template like this: For each ...
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13 views

Workflow Alerts ending up in recievers SPAM

As the title says, all the email created from Workflow Alerts are ending up in receiver's SPAM. The receivers gets an email like this... MnZ via fyewk123r1ith.123a-4133d1qdqsi.cs47.okok.sandbox....
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2answers
20 views

Email Alert in workflow on multiple records

We have an object related to Contacts called "Storage". We store products for our customers for x amount of time and record this within this object. When the field "Stored Date" is 30 days in the ...
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1answer
47 views

How to specify email address in Flow using email alert/template

I want to use an email template when I send an email via a flow. I am sending the email to users who are following a custom object's record. The email is successfully sending when I use the flow's ...
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1answer
39 views

Missing “Flow Email Alert” element" in Flow

I don't see the "Flow Email Alert" element as a choice when creating a Flow. Do I need to do something to make it available?
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21 views

Email notification on ContentVersion object

I am sending an email notification if a field is changed on Content Version object through Apex as we cannot create Workflows/processbuilder on Contentversion object. In my Apex code, I am referring ...
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1answer
32 views

email alert not triggering

We have a unique situation now as we are transitioning to 2 separate SFDC instances and the business is not interested in SF to SF Connection. So at this point, once a deliverable is generated by the ...
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18 views

Email Alert not working when submitter isn't verify

I found this issue in workflow and approval process, In Deliverability is "All email" and user(submitter) is not verify (I create user and use "login as" to test about email alert), when use this user ...
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22 views

Email alerts are not sent out from specific profile

I have a very simple workflow rule that sends out an email alert when the record is created and any time it's edited to subsequently meet criteria. If I log in as an admin, the alerts are sent out ...
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1answer
17 views

How to Dynamically Embed Images from Files into Email Templates

I have a custom object with Files. The Files hold images. I am creating an email template and want the Files to embed in the email template. How do I even begin to go about that? I can't find anything ...
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1answer
15 views

Approval process that send an alert email or another based on a condition

I need to have an approval process to aprov/reject a record but at the same time I need that if the approver user not respond before 72 hours, the record is automatically rejected. I have an approval ...
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24 views

Email sending from Sandbox is Inconsistent

In one of our sandbox, we are testing some funcationality which sends the email from workflow when ever a case with specific subject is created. But the problem is email sending is very inconsistent i....
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31 views

Is there a way to send a reminder email to a user if they forget to submit a record for approval?

I have an approval process in place where the submitter needs to select the approver so I cannot automatically submit the record for approval. Is there a way to send an email alert to the creator of ...
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1answer
109 views

The record couldn't be saved because it triggered an email alert that failed

Staff user is a member of Queue 1 attempting to transfer a record to another team which works out of Queue 2. When updating the owner to Queue 2 and saving the record the following error displays. ...
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2answers
34 views

How to populate the merge field in email template from apex?

I have this Invocable method which I will be calling from Process builder. When I sending email from here, I am not able to see the merge fields in the email body. This is a custom object, upon ...
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128 views

Error from process builder triggering email action on case

I am getting the error Error Occurred: Probably Limit Exceeded or 0 recipients from process builder. Based on Salesforce documentation, this happens if the email field is null. However, this email ...
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1answer
86 views

Process Builder Email alert is not triggering for some profiles

I am running into this weird issue. I have a process builder which on record creation send out an email to Distibution List and updates the owner to Queue. This works fine if I create a record using ...
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9 views

PB Email alert to be sent at a specific time of the day respective to a date only field

Im looking to have an email alert (triggered off a PB) go out at noon - referenced against different date (only) fields. Would it be ok to have the time based Process builder action fire (days *24 hrs)...
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17 views

Email Log is not tracking this Email address aa.bb.aiu@aig.co.jp but Email Records are there in Salesforce

We are unable to track the email log for this email address aa.bb.aiu@aig.co.jp but we have the email record in salesforce. is it because of this email address looks different that abc@gmail.com ?
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1answer
35 views

About “email alerts” wording in Salesforce Help Doc

I am a bit confused about this wording on the help doc on "Daily Allocations for Email Alerts" (https://help.salesforce.com/articleView?id=workflow_limits_email.htm&type=5): Each org can send ...
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22 views

Process Builder to schedule email alert even if not significant change is done

I have a question about scheduled email alerts on Process Builder. I am trying to build a process that upon changing a date field would send an email alert with a reminder 669 days later. It would ...
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1answer
81 views

Sandbox Email ( Workflow, Process Builder, Apex ) no longer send email if user email ends in .invalid

In our sandboxes Developer orgs, We have recently noticed as of May 30 2019 that emails ( workflow, process builder, apex ) have stop being sent when the invoking user's email ends in '.invalid'. ...
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1answer
340 views

Sending out a Survey when a case is closed

I am planning to implement Case Ticketing System in our org. I have all of the functionality in Salesforce that I am looking, except for the surveys that will be sent out when a case is close. I've ...
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20 views

Record transfer email notification

I reassigned (transferred) the contact owner for 64,000+ contacts this morning via Data Loader. It appears that it's possible that we had a Marketo smart campaign that was also triggering contact ...
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35 views

Is it possible to create email activity in Lead activity timeline?

I want to send an email using Process Builder and I want the email to appear in the Lead activity timeline. I have tried an Email Alert and using the API to send a Visualforce Email Template via an ...
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1answer
38 views

What is the object that holds Email Alerts?

We changed company name. I want to update the company-wide email address. Even in Dataloader it does not allow an update because the email is used in email alerts. I want to update the From email ...
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2answers
31 views

Email alert to admin on account export through apex dataloader

I would like to know if there is any standard functionality or any possible custom solution for making an email notification to the admin of the org when any data on account or other object is being ...
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2answers
91 views

Send email or report only when a field value is updated

I have a rich text field on contact object. I want to send an email whenever the content in the rich text field changes. I have enabled field history tracking. If reporting is a right way to ...
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1answer
91 views

Time-based email alerts for new Opportunity after Lead conversion not working

I need email alerts to go out in 3 time intervals after a Lead is converted to an Opportunity (with mapped "Submission_Id__c" <> NULL). For example... If after one hour an Opportunity is in "Open"...
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15 views

Process Builder in Professional edition for Email Alert

I am working on professional edition sandbox. I have created a Email alert process builder. Once lead is created it will send a mail to recipient that a new lead has been created with email template. ...
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23 views

VF Email template not including child records when sent from trigger

Below is my VF email template which includes all child records when I use preview functionality in salesforce, but doesn't include child records value when sending it through trigger. <messaging:...
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1answer
504 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
239 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
407 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
33 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
48 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
119 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
83 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
33 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
54 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
107 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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0answers
20 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
470 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
45 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
192 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
129 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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2answers
717 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 ...