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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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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How to find All the salesforce Emails that a user gets/Receives

I need to cleanup a user as recipient from all the Emails. I tried querying CcEmails Field on WorkFlowAlert checking "Use Tooling Api" but CCEmails would give me only additional users but ...
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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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Email not being sent from autolaunched flow

I have created an autolaunched flow that based on criteria passed in decides which email alert (and email template) to use. The recipient is the Related Contact on the Case that triggered the process ...
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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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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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2 answers
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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 ...
1 vote
2 answers
309 views

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)...
1 vote
1 answer
148 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 ...
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1 answer
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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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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 ...
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1 answer
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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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1 answer
389 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 ...
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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 ...
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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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118 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 ...
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146 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
270 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 ...
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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
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876 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
331 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 ...
1 vote
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339 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 ...
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1 answer
962 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 ...
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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 ...
1 vote
1 answer
237 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
3k 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 ...
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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 ...
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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?
-2 votes
1 answer
172 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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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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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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0 votes
0 answers
141 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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1 answer
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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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1 vote
1 answer
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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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1 answer
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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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1 answer
385 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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1 answer
1k 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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594 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
289 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
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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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0 votes
1 answer
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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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1 answer
584 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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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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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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1 answer
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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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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
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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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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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0 votes
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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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