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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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Including CC in Web-To-Case Auto-Response Rules

I'm working on adding CC recipients using case auto-response rules. The case is generated through the API, and we are storing three extra email addresses to be included in the CC during the case ...
Andres Castellanos's user avatar
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Are emails rendered differently when testing email templates vs actually using them?

I have an email template being sent to an email-to-ticket feature of a different system. I can assign the owner of that ticket in that system by including certain text in the body of the email - !!...
Jerry Woods's user avatar
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Retrieving user-based email alert data in Salesforce

How can I find out in which email alerts a related use in Salesforce is assigned to the "Recipients" field. I want to know in which email alerts a related user in Salesforce is a recipient, ...
Sahir's user avatar
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Wait in record triggered flow

I have a requirement where we need to send an order confirmation email to related contacts when the order status is confirmed and two other fields from Product Object satisfies certain value. Need to ...
Rachel's user avatar
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Salesforce Lightning Flow Email Alert Using Classic Template

I am having somewhat of a dilemma after building a Flow to replace an out Workflow Rule that sent an email alert as a workflow action. The new Flow has three actions; Get Record, Update Record, and ...
PowerUp's user avatar
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Email alerts from SFDC using office 365

Does any one have an idea about why emails from the partner users who are using office 365 email address as username and email address for salesforce when they are sending any deal registration ...
Lavanya Bolla's user avatar
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1 answer
28 views

Notify user if data they enter matches conditions

first time poster and appreciate any suggested, even if its that this can't be done. I have users entering data and sometimes, they do it wrong e.g. Putting future dates in "Actual dates" ...
Natalie's user avatar
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163 views

Flow - Add Related Record ID into Send Email Action/Add User into related user in email alert

I'm using flow to send email which need to contain the related quote records link and some merge fields. However, when i added the recrod.id into the related record id field in send email action, the ...
xueni's user avatar
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Can I capture the Flow or workflow process id or name in an email alert?

I use the same email template for more than one alert or process. Is it possible to capture the id or name of the triggering Flow, workflow rule, or process definition in the email message? This would ...
jaw999's user avatar
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Flow Error message: Unable to process the email template...Argument cannot be null

Can anyone help with this Flow error message: Error Occurred: We were unable to process the email template. Error Message: core.email.template.TemplateRenderingException: Argument cannot be null. It ...
AwesomeAdmin8's user avatar
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1 answer
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How to show Emails sent from a Case in the history?

I am sending emails from Cases using email alerts for various reasons. I would like for a copy of the sent email to be stored within the history of the Case somewhere. How can I do that ? I know there'...
Zoom_v's user avatar
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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 ...
h3110's user avatar
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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 ...
Shweta Shinde's user avatar
-1 votes
1 answer
622 views

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 ...
mag's user avatar
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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 ...
starg4l's user avatar
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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 ...
Pam's user avatar
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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 ...
gutsyfella's user avatar
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1 answer
2k views

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 ...
Ft2711's user avatar
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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 ...
Henry Chan's user avatar
1 vote
0 answers
2k views

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 ...
it-nish's user avatar
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2 answers
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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 ...
Riley SF's user avatar
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906 views

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 ...
user's user avatar
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1k views

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 ...
Sfoulke89's user avatar
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266 views

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?
Error123's user avatar
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1 answer
870 views

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 ...
Ash's user avatar
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1 answer
529 views

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 ...
Jan's user avatar
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2 answers
1k views

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&...
Richard's user avatar
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1 vote
0 answers
1k views

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 ...
mango's user avatar
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0 answers
1k views

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), ...
Jerry Woods's user avatar
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1 answer
219 views

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 ...
Bluefin's user avatar
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1 answer
3k views

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 ...
GroundToCloud's user avatar
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1 answer
622 views

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. ...
Grace's user avatar
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0 votes
1 answer
2k views

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....
Irene's user avatar
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1 vote
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99 views

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 ...
Ranger9019's user avatar
1 vote
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359 views

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 ...
danyliuche's user avatar
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0 answers
180 views

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 ...
robruf's user avatar
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2 answers
982 views

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 ...
user117209's user avatar
1 vote
3 answers
4k 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 ...
Raphael D's user avatar
  • 616
2 votes
1 answer
2k 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 ...
Harvey's user avatar
  • 21
0 votes
1 answer
489 views

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 ...
Jeff's user avatar
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0 votes
1 answer
33 views

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 ...
NoviceAdmin80's user avatar
1 vote
1 answer
2k 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 ...
compski's user avatar
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0 votes
0 answers
553 views

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 ...
dave6764's user avatar
0 votes
1 answer
823 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 ...
GoldenUnit's user avatar
1 vote
2 answers
1k 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 ...
Sarang's user avatar
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2 votes
0 answers
3k views

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 ...
Swisher Sweet's user avatar
4 votes
1 answer
1k 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 ...
parkerbbrown's user avatar
2 votes
2 answers
2k 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 ...
Michele Kleinhomer's user avatar
0 votes
1 answer
2k 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 ...
h3110's user avatar
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1 vote
0 answers
12k views

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 ...
Jayant Jaiswal's user avatar

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