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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36 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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9 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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9 views

How to get date/time format from email template

I am trying to send email alert for Service Appointment that contains date/time field format. I chose this field in the email template, but when I test my template (and also send to my email inbox) I ...
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34 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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50 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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18 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
54 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
114 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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24 views

Look Up field auto Population on cases which is a related list to Cases

I have a Claim Request (Custom Object) as a related list on Cases object. Below is the Scenario. When a Claim Request Record is created by a user and is submitted for approval, based on the Approval ...
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1answer
28 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
17 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
29 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
20 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
37 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
29 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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46 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
40 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
182 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
92 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
44 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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26 views

Add several recipients in email template

Good morning, I have an Email Alert that calls an Email Template to send a email. My Email Alert has 2 recipients. I would like to mention each recipient in the email template like this: For each ...
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13 views

Workflow Alerts ending up in recievers SPAM

As the title says, all the email created from Workflow Alerts are ending up in receiver's SPAM. The receivers gets an email like this... MnZ via fyewk123r1ith.123a-4133d1qdqsi.cs47.okok.sandbox....
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2answers
24 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
265 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
147 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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28 views

Email notification on ContentVersion object

I am sending an email notification if a field is changed on Content Version object through Apex as we cannot create Workflows/processbuilder on Contentversion object. In my Apex code, I am referring ...
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1answer
38 views

email alert not triggering

We have a unique situation now as we are transitioning to 2 separate SFDC instances and the business is not interested in SF to SF Connection. So at this point, once a deliverable is generated by the ...
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26 views

Email Alert not working when submitter isn't verify

I found this issue in workflow and approval process, In Deliverability is "All email" and user(submitter) is not verify (I create user and use "login as" to test about email alert), when use this user ...
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86 views

Email alerts are not sent out from specific profile

I have a very simple workflow rule that sends out an email alert when the record is created and any time it's edited to subsequently meet criteria. If I log in as an admin, the alerts are sent out ...
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1answer
25 views

How to Dynamically Embed Images from Files into Email Templates

I have a custom object with Files. The Files hold images. I am creating an email template and want the Files to embed in the email template. How do I even begin to go about that? I can't find anything ...
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1answer
20 views

Approval process that send an alert email or another based on a condition

I need to have an approval process to aprov/reject a record but at the same time I need that if the approver user not respond before 72 hours, the record is automatically rejected. I have an approval ...
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26 views

Email sending from Sandbox is Inconsistent

In one of our sandbox, we are testing some funcationality which sends the email from workflow when ever a case with specific subject is created. But the problem is email sending is very inconsistent i....
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47 views

Is there a way to send a reminder email to a user if they forget to submit a record for approval?

I have an approval process in place where the submitter needs to select the approver so I cannot automatically submit the record for approval. Is there a way to send an email alert to the creator of ...
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1answer
303 views

The record couldn't be saved because it triggered an email alert that failed

Staff user is a member of Queue 1 attempting to transfer a record to another team which works out of Queue 2. When updating the owner to Queue 2 and saving the record the following error displays. ...
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2answers
42 views

How to populate the merge field in email template from apex?

I have this Invocable method which I will be calling from Process builder. When I sending email from here, I am not able to see the merge fields in the email body. This is a custom object, upon ...
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0answers
349 views

Error from process builder triggering email action on case

I am getting the error Error Occurred: Probably Limit Exceeded or 0 recipients from process builder. Based on Salesforce documentation, this happens if the email field is null. However, this email ...
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1answer
262 views

Process Builder Email alert is not triggering for some profiles

I am running into this weird issue. I have a process builder which on record creation send out an email to Distibution List and updates the owner to Queue. This works fine if I create a record using ...
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10 views

PB Email alert to be sent at a specific time of the day respective to a date only field

Im looking to have an email alert (triggered off a PB) go out at noon - referenced against different date (only) fields. Would it be ok to have the time based Process builder action fire (days *24 hrs)...
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18 views

Email Log is not tracking this Email address aa.bb.aiu@aig.co.jp but Email Records are there in Salesforce

We are unable to track the email log for this email address aa.bb.aiu@aig.co.jp but we have the email record in salesforce. is it because of this email address looks different that abc@gmail.com ?
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1answer
41 views

About “email alerts” wording in Salesforce Help Doc

I am a bit confused about this wording on the help doc on "Daily Allocations for Email Alerts" (https://help.salesforce.com/articleView?id=workflow_limits_email.htm&type=5): Each org can send ...
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34 views

Process Builder to schedule email alert even if not significant change is done

I have a question about scheduled email alerts on Process Builder. I am trying to build a process that upon changing a date field would send an email alert with a reminder 669 days later. It would ...
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1answer
150 views

Sandbox Email ( Workflow, Process Builder, Apex ) no longer send email if user email ends in .invalid

In our sandboxes Developer orgs, We have recently noticed as of May 30 2019 that emails ( workflow, process builder, apex ) have stop being sent when the invoking user's email ends in '.invalid'. ...
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1answer
501 views

Sending out a Survey when a case is closed

I am planning to implement Case Ticketing System in our org. I have all of the functionality in Salesforce that I am looking, except for the surveys that will be sent out when a case is close. I've ...
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23 views

Record transfer email notification

I reassigned (transferred) the contact owner for 64,000+ contacts this morning via Data Loader. It appears that it's possible that we had a Marketo smart campaign that was also triggering contact ...
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1answer
48 views

What is the object that holds Email Alerts?

We changed company name. I want to update the company-wide email address. Even in Dataloader it does not allow an update because the email is used in email alerts. I want to update the From email ...
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2answers
44 views

Email alert to admin on account export through apex dataloader

I would like to know if there is any standard functionality or any possible custom solution for making an email notification to the admin of the org when any data on account or other object is being ...
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2answers
279 views

Send email or report only when a field value is updated

I have a rich text field on contact object. I want to send an email whenever the content in the rich text field changes. I have enabled field history tracking. If reporting is a right way to ...
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1answer
146 views

Time-based email alerts for new Opportunity after Lead conversion not working

I need email alerts to go out in 3 time intervals after a Lead is converted to an Opportunity (with mapped "Submission_Id__c" <> NULL). For example... If after one hour an Opportunity is in "Open"...
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1answer
819 views

How to send daily reminders/email alerts before event start date

I have created a custom object "Assigned tasks" that works like tasks such that it has due date, status, subject, priority e.t.c. This custom object "Assigned tasks" is a child object to case object. ...
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1answer
449 views

How to add multiple scheduled actions in a process builder

I want to send reminders 45 days, 30 days, 21 days before the event start date. I have mentioned all those 3 in process builder. Please see the screenshot. The problem I am facing is if I create a ...

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