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
23 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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22 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
19 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
19 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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22 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
37 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
14 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
114 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
21 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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20 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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16 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
47 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
19 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
15 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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15 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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29 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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65 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
501 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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15 views

Send an email having uploaded attachments and Cc,Bcc recipients without using Apex Messaging.SingleEmail method [duplicate]

I am implementing a requirement in Service Cloud to track incoming and outgoing emails for some Purchase order Custom object. Within this we have to group some records and send email alert to ...
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126 views

Automatic email reply for Case Closed

Sometimes I have clients sending emails on "Closed Cases". What I would like is anytime a client send an email on a "Closed Case", to send him an automatic email response saying : &...
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95 views

Site Guest User unable to trigger Email Alert

Does anyone know if it's possible to trigger an email alert from Site Guest User? I have built a visual flow linked to a guest user but I keep getting this error: EntityObject can not be initialized ...
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1answer
126 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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38 views

I want a Email Id for example. “Abc@gmail.com” to be added only to the recipient of the Email alert on workflow rule?

I have one workflow rule where there is one Email alert added to it, earlier there was a public groups added to the recipient and now the requirement has changed and there is one queue with the email ...
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1answer
347 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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109 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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23 views

Invalid Cross refernce Key when using Email Template

I have a custom Object say Assign_Case__c. On the creation or update of this object, I want to send an email using an email template to the Assignee Email field on that Object. The following are 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
52 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
297 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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21 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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245 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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414 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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71 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
780 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 ...
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1answer
1k 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
113 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
70 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
199 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
26 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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1answer
350 views

Can I query email messages sent by Email Alert feature?

SELECT COUNT() FROM EmailMessage does not change after sending an email using the Email Alert feature. I compared it to emails sent from Apex, and created manually, from Case: [Process Builder + ...
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1answer
184 views

Email Alert to include the actual fields that changed that triggered the email alert

I have triggered an Email alert when Status is changed, LastModifiedBy date is changed and it works - every time there is a change in any of the fields on a ticket, emails are sent to Owner and ...
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0answers
438 views

Email alert from process builder value from sender field is not used

I'm having issue with process builder and email alert, maybe someone knows fix for this issue. I'm having process builder set on the opportunity that whenever we change the record or create new one ...
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1answer
154 views

When ever new case is created notification will be trigger on web email address [closed]

Error element myRule_1_A1 (FlowActionCall). Probably Limit Exceeded or 0 recipients ________________________________________ Flow Details Flow API Name: SSC_CAS_PB04_CaseCreationNotification Type: ...
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1answer
990 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
405 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
213 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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2answers
114 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
2k 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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2answers
798 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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