Questions tagged [email-alert]
Email Alerts are a type of Workflow action that allow you to send an email to one or more recipients.
320
questions
0
votes
1
answer
24
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 ...
-2
votes
0
answers
13
views
Different reply email on email alerts
anyone knows a way to put a reply email in email alerts?
I don't want that the "from email" will also be the replied email.
an Example:
Email alert sent from : xxxx@gmail.com
When replying ...
0
votes
1
answer
24
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 ...
0
votes
0
answers
9
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 ...
0
votes
1
answer
30
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
119
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 ...
0
votes
0
answers
26
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
63
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 ...
0
votes
0
answers
57
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 ...
0
votes
0
answers
62
views
Send email to Account Team when the team has been added or removed from an account
We just enabled Account Teams in our org. We see that if any member of the Account Team is made the owner of the account, their entire team is also assigned that account. If the account owner changes ...
1
vote
2
answers
122
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 ...
0
votes
0
answers
122
views
How to trigger email notification to Queue Email when record is assigned via Flow?
Using Flow, we are creating a new record for a custom object and assigning the owner of that record to a Queue, which has a Queue Email specified. We would like an email to be send to that Queue Email ...
2
votes
0
answers
574
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
votes
1
answer
212
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 ...
0
votes
0
answers
163
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 ...
0
votes
1
answer
594
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 ...
0
votes
0
answers
1k
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 ...
1
vote
1
answer
130
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 ...
1
vote
1
answer
2k
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 ...
0
votes
0
answers
21
views
Process Builder Email Alert Error
Email aleert is succesfully sent by Process Builder, But receipent also receving error Probably Limit Exceeded or 0 recipients in 2nd MAIL.
Related User: Allocate by is Receipent of Email Alert.
On ...
0
votes
1
answer
34
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
118
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" ...
0
votes
0
answers
58
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 ...
0
votes
0
answers
58
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 ...
0
votes
0
answers
73
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 ...
0
votes
1
answer
47
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?
1
vote
1
answer
212
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 ...
0
votes
1
answer
116
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 ...
0
votes
0
answers
15
views
Not sure where the approval Email is getting triggered from!
I recently recieved a req to modify the template of Email being triggered by an approval process. Upon looking I donot find any such Email template in the org, and there is no Email Alert in the ...
0
votes
1
answer
306
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
773
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
500
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 ...
0
votes
1
answer
192
views
Time-based workflow causing Flow with Email Alerts to fail
I have a time-based workflow that checks a checkbox on an Account which causes a flow to run and send a set of emails to maybe 1-6 contacts via Workflow Email Alerts. The end of the flow un-checks ...
1
vote
0
answers
31
views
How to show "From Name" in Email Template
I want to show specific From Name in the email template as I have more than one record in the Org wide address. Can anyone help how to do it?
Note : I am always getting the current logged in user name ...
0
votes
1
answer
107
views
Send Emails through Flow or process builder
just a quick question. We have a requirement where we need to send email to assigned user if task is selected 'open'. Now I have tried this in process builder and flow, so far it's working. what i ...
0
votes
1
answer
391
views
New Lead Assignment Email Notification sending email to user who triggered the Workflow
I have created a workflow rule to notify the lead owner when a new lead is assigned to the owner. However Lead owner is not getting any notifications.
Email Deliverability is set to 'All Email'
Rule ...
0
votes
0
answers
46
views
From Field blank while sending email from record
One of my users is trying to send an email from a record page. but while sending the email from is blank and it's grayed out.
The user is not able to send any email because of this.
I know by adding ...
0
votes
1
answer
316
views
How to prevent emails to 'Aditional Email' on email alerts
I have a similar question to this question: Preventing sandbox from sending Workflow emails to "Additional Emails"
But the solution provided there is not the solution.
In my org, I want to ...
0
votes
1
answer
41
views
How do I get a scheduled action to fire on legacy records that already meet the decision block criteria?
I have a process that sends scheduled emails (for example 30 days after record creation). The process works fine when I create a new record that meets the criteria. I can see the scheduled action in ...
0
votes
1
answer
2k
views
Attach dynamic files to emails
I want to send auto emails to contacts with the related file. Each contact has its own file. I can't do this with the classic templates. Is there anyway to achieve this?
1
vote
1
answer
192
views
Can I adjust Workflow Rule to only trigger email alert when formula field value changes not any time its updated to same value?
This is My workflow rule
AND(
ISCHANGED( Number_c ),
ISPICKVAL( StageName , 'Closed Won')
)
The problem I have - currently I get an Email alert even if the field has the exact same value as ...
0
votes
1
answer
398
views
List of used Email Alerts
This is a question I had for a long time.
I have an abundance of email templates and alerts in my org.
I need to go over the ways that these alerts are sent out. Looking at an email alert, you can ...
0
votes
1
answer
106
views
Merge User fields in Visualforce Email Template
I am creating a visualforce email template on a custom object. I want to add the Name,Email, and Phone of the User (object) who is sending the email. I have tried both {!relatedTo.User.Name} and {!...
0
votes
1
answer
114
views
Cannot choose related Lead in email alert salesforce
I have a custom object called 'Interview' which has a Lookup relationship with Lead. When an interview is arranged, I want the process builder to send an auto email to the lead. Unfortunately, there ...
1
vote
2
answers
1k
views
Email Alert Triggered in Scheduled flow has blank merge fields for Custom fields Only
A Scheduled Flow sends an email alert. The ID and Name fields show up in the email alert, but the other merge (custom) fields do not.
The email alert fired other means works as desired.
The Automated ...
1
vote
1
answer
450
views
Unable to add HTML snippet in a letterhead email template in Salesforce Classic
My requirement is to use HTML to display buttons on an Email Template with Letterhead, but I am not able to add html to a letterhead email template. Can someone please help? Right now it is as it is ...
1
vote
1
answer
2k
views
How do we set up Flow to automatically email a subset of contacts when an Opportunity changes stages?
We are trying to do something that seems pretty simple - when an opportunity changes stages we want to automatically send an email to a subset of related contacts. That subset is any related contact ...
0
votes
0
answers
306
views
Email Template - Visualforce with Bootstrap Static Resource
Background: I have an Email Template that was developed in Visualforce Page with a static resource (Bootstrap).
When I preview the email, it looks as expected:
When I Test Merge & Send, the ...
-1
votes
1
answer
26
views
Workflow formula - If Email field is populated with either 2 people then workflow email alert is sent
If Email field is populated with either 2 people (Sam or Mark) then workflow email alert is sent. Error: Incorrect parameter type for function 'or()'. Expected Boolean, received Text
IF
(OR(RIO__r....
0
votes
1
answer
150
views
Not receiving email from time-based workflows but shows in queue
I have a time-based workflow rule with 1 email alert and 3 field updates. Field updates are happening successfully but I am not receiving the email. I am using a VF email template. Email ...