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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How to Route Replies to Salesforce Email Alerts Back into Salesforce Instead of Outlook Inbox?
I am facing a challenge with email alerts in Service Cloud and would appreciate any guidance or suggestions.
Context: A flow sends an email alert to the customer. The customer receives the email from ...
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Created a screen flow with rich text component to send email. But receiver can receives mail but the image is not visible to the receiver
We created a screen flow to send email without email template.
We are using rich text box for body of email.
Flow is working, but the issue is: When sending the email along with the image, the ...
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Send email after 7 hours from the due date field
I have a requirement which is to send an email alert to the task owner when it is due.
But this email needs to be sent at a specific time.
In the flow builder, I've already tried using the scheduled ...
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15 day notification reminder sent out with an additional 3 day reminder sent after to user from due date
I am not sure where to begin with this. But the use case is as follows:
Business would like to setup a 3 day reminder that would be sent out on the third day after a 15 day due date reminder is sent ...
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How to write a formula to to say if record types XYZ is new/created with the origin of email or web or phone then send email alert?
Im trying to create a flow that sends an auto response when a new case is created. As my start criteria I decided to use a formula. I an getting errors with my syntax. im trying to say if record types ...
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Emails not received for consistent API Requests
Scenario: Inserting Cases via standard SF REST API to receive an Email Response. The Email is sent via Flow (After Insert/Update) + EmailAlert. The REST APIs are being sent consistently (i.e., one ...
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Flow question - how to send email alert to opportunity owner
I've built out a flow which checks 3 fields as condition to run, I need it to send an email alert to the opportunity owner if the flow is triggered.
Not sure how to set this up, I can only add users ...
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Email-To-Case Issue (New Case Email Alert)
I have set up a routing address [email protected]
I have also setup a flow which is sending an email alert to send New case notifications to the clients. This email alert is using the same ...
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Schedule Flow to send an Email to the contacts' emails of account in lightning
Let's say in Salesforce lightning I want to setup an automation email to all contacts of an Account, on a custom date field that is in "Account"
I know that I need to create a classic email ...
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How to store the body of an Email Template in a variable in a Salesforce flow?
I have created a flow which sends out an email alert. After the email is sent, it creates a new Task record where in the Description field, I need to show the body of the email that was sent to the ...
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Email Alerts in Flow
I've set up a screenflow which sends an email alert via flow.
I've found a weird issue where users with a certain profile can't send emails when the email alert is set to "User Current Users ...
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Emails not fired in salesforce
All I am working on an approval process, and specific email alerts I have added.
It gets fired when approval/rejection occurs from certain profiles and sometimes doesn't fire.
Thinks I checked:
I ...
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Send Lead details using email template to specific user email address when lead is created
I have a simple web-to-lead that works as expected. What I want to do is send a copy of the form details if the lead meets a certain condition. Condition being:
LeadSource = "example".
The ...
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Creating a Flow in Salesforce to Send an Email Alert to the Lead Owner if an MQL is not Touched Within 12 Hours
I am trying to create a flow in Salesforce that sends and email to the "lead owner" but also to individual marketing users if a lead is not followed up on within 12 hours.
I built a flow ...
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Email Field not available in "Available Recipients"
I'm trying to create email alert. I started from creating Email field in my object, however I cannot see it in "Available Recipients". Do you have any suggestions what am I doing wrong?
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Email alert through flow for particular profile users
Hi all I have a flow and if a particular checkbox is checked I have set an email alert to fire.
Now I have to restrict the email to be sent to a particular profile's users. I have created an apex ...
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Email Alert Related Contact
Can I define to which email adress the email gets sent if I choose the related contact in the email alert?
What email field of the related contact will the system choose ?
Unfortunately I cannot test ...
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Is it posbbile to send email in Scratch Org?
today I tried to send email with scratch org in APEX but not success.
Although when create scratch I added these lines to file
project-scratch-def.json like below:
"emailAdministrationSettings&...
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Email Alerts Not Sending
Working on an a configuration that sends an email alert to the case owner when status is updated to "Replied"
Though, im not getting an email alerts to my inbox.
I've checked that the ...
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Single Flow Interview Sending Duplicate Email Alert
I have a screen flow on a custom Lightning Page that checks the status of a process and displays the next step. Importantly, it runs automatically when the screen is loaded (with no 'start' screen), ...
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Salesforce Web-to-Lead Form Column Separation
I'm trying to separate the following into two columns. Separation after the "phone" field. I'm using the code provided by salesforce to upload to our website. Also hoping someone can help me ...
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Issue with Recipient Merge Field
AS per Salesforce's documentation Email Alert Actions
Lightning Email Templates
In Lightning email templates, merge fields are resolved for activity-enabled objects
only, except Contact and Lead ...
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How to break the line in Formula for a flow
I want to use this formula with merge fields in Send Email action by using the formula in the body of the email. However, I am not able to line break the text in formula.
Attached are the screenshots.
...
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Query existing records in flow to determine if duplicate
I've created a flow on an error log record creation (it's a custom object) and since it's a batch job that generates these records, want to send an email alert to the admin to inform them of the error....
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Automation Studio - Export activity
I need to set - up an email alert notification once an export to data lake fails. This is especially interesting when an export fails on the last day of the month. If no notification is being sent, we ...
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260
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Pending Approval Process Instances of inactive Approval Process are not working as expected
We had a two-step Approval Process in our org. I had a requirement to remove the first step from the process, and for the second one to modify field updates. Based on this article I cloned the ...
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141
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Workflow rule only triggering for admins
I have a workflow rule that sends an email notification to the user who gets a lead assigned.
This works just fine when is a System Administrator to assign the lead to someone; when this is done from ...
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795
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Where are emails being created? [closed]
Salesforce is sending out mainly reminder emails on tasks, is there a way to find out where they are being created? I want to know if there is a way to see what class, flow, or something else is ...
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3k
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Send email to Person Account through flow
I am trying to send an email to a person account through record triggered flow but I get this error : "given sobject does not match type for alert: Account".
I have an email template and ...
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How to recreate "Update Case fields based on email message 'sent' or 'received' status" in Flow?
We have a working workflow rule that we need to move to or recreate using Flow solution. The result of the workflow is that when a customer responds to our support emails (email replies from customers)...
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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 ...
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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 ...
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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 ...
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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 ...
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411
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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 ...
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642
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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 ...
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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 ...
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How to use the "No Reply" Special Purpose Organization-Wide Email Address in Email Alerts?
We are using our [email protected] 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 ...
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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 ...
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1k
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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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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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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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170
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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 ...
user96348
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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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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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