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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19 views

Given sobject does not match type for alert: Account

I have a Process Builder in Salesforce. It's set to go off when Object Account is edited and the certain feild (A) is updated. I have 2 Email alerts one called Positive and the other called Negative ...
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1answer
21 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?
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1answer
31 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" ...
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44 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 ...
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30 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 ...
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26 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 ...
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1answer
30 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?
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14 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 ...
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1answer
18 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 ...
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11 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 ...
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40 views

Conditionally send an email alert using Process Builder

I have an exiting Process Builder to run 'When a record is created or edited' There are already 2 nodes on the Process Builder. I want to add a third node as follows - New Opportunity is Created AND ...
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1answer
100 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 ...
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1answer
128 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.. ...
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214 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 ...
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146 views

How to use a Record-Triggered Flow to Activate an Email Alert that holds a Visual Force Email

I have a record triggered flow that will activate an email alert containing a visual force email template that has fields being prepopulated ({!relatedTo.field__c}) and conditionally shown text (...
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1answer
41 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 ...
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28 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 ...
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1answer
47 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 ...
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1answer
42 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 ...
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28 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 ...
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5 views

Custom email alert "From" address without verification

Is it possible to set the From address for Email Alerts without having to add an Org-wide email address and have it verified? We have a Git repository where we store all the config for a Salesforce ...
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1answer
134 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 ...
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1answer
22 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 ...
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1answer
519 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?
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1answer
37 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 ...
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21 views

Can I set up Email alert that send out report to a user with all user Leads matching certain criteria?

Instead of each User receiving email alert for each separate Lead matching certain criteria asking to take action, Im wondering is it possible to email to the User report of all Leads they are the ...
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19 views

Email Alert to Contacts - SPF Record

We've set up an email alert to send an email to a couple of contacts when a record is added or updated. Currently it works, however, we've had some issues with bounce back and Deliverability through ...
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1answer
117 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 ...
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1answer
37 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 {!...
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1answer
39 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 ...
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26 views

Sent email to contact with Accept and Reject options

I have two record types for the contact object, Mentor and Mentee. When a match is created, I want to sent an automatic email to mentor in order accept or reject the match. The mentee status will then ...
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33 views

Is there any way to make the File attachment on records go to the attachment when send email alert

I have a custom form that when hit submit button. Then an email alert will be send to Record Owner. And in my form I have using <lightning: fileUpload> to upload file to record. I want to know ...
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126 views

Identify which email alert triggered from email logs

Is there a way to identify which email alert sent a particular email I can see in the logs? Even being able to find out which email template was used would work. It seems like there should be a way to ...
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2answers
929 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 ...
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1answer
262 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 ...
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1answer
683 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 ...
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189 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 ...
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1answer
19 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....
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1answer
78 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 ...
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2answers
694 views

How to use e-mail templates in process builder automation?

So I've created the following e-mail template: And I thought I could just head over to Email Alerts, and next to Email Template, click the icon and find my template: But of course, in true ...
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26 views

Display content of html email template as text instead of hyperlink

I have one HTML email template with letterhead when I send it to the users some of the text like email addresses or text similar to the domain name (e.g. salesforce.com) is turning into a hyperlink. ...
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377 views

How to query the WorkFlowAlert MetaData object?

I need send a list of all the email alerts a user is registered to. Is there an easy SOQL command that I can use? I can query the 'CC Emails' using workbench: select Id, description, ccemails ...
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468 views

EntityObject can not be initialized with null EntityInfo for Guest User

I have created a flow that allows external users (Guest User Profile) to submit a case status update. My final step which is an email alert in the flow continues to fail with the following error ...
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138 views

Accept button in email message that triggers a process in salesforce to update case record [closed]

I would like to know if it's possible to have Accept or Reject button in email message that a recipient can click then will trigger an update process (WF, PB or Flow) in a case record? The email that ...
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1answer
1k views

Not receiving task assignment notifications from Lightning

Even after enabling the following permissions, no email notifications are received from Salesforce Lightning, when a task is created(manually) and assigned to user. Setup> Activity Settings> Enable ...
2
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1answer
2k views

Email is not sent in scheduled flow

I have a scheduled flow that is set to run daily and it calls a subflow that sends an email (this is just an MVP). When I manually run or debug the subflow, the email is sent (It's not allowed to ...
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1answer
219 views

workflow rule and email alerts firing in user context

I performed this test in my sandbox- There is an object called Object1. When you change a field on it, it triggers a workflow. Workflow sends out email alert. Email alert is using Visualforce Email ...
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1answer
136 views

sending reminder if a community user has not logged in for 24 hours after sending welcome email

We have a requirement to send email reminder to community user to login and activate his account if he has not logged in within 24 hours. we tried to create a time based workflow based on user object ...
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1answer
328 views

Adding any email address under Recipient in Workflow Actions - Email Alerts

Is it possible to add any email address for the workflow action email alert recipient that is nowhere related to the contact, or workflow that is being triggered. Like typing it out. Is it a good idea ...
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1answer
32 views

Mail is getting triggered to my user email id without any trigger point from apex or trigger or workflow or process builder [closed]

I have written the apex code to sendmail for my project. When it is getting triggered from apex class. It is getting trigger to two email ids. One is my user email id and other is the one which I am ...

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