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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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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19 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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39 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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29 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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29 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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31 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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8 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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15 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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33 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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16 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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54 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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112 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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18 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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31 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
30 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
26 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
47 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
50 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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14 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
177 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
117 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
137 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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24 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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31 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
49 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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76 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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27 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
34 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
64 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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18 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
210 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
41 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
121 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
103 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
506 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 ...
2
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1answer
248 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
34 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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23 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
72 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
16 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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39 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 ...
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1answer
26 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
289 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
85 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
51 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
25 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
41 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
87 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 ...