Questions tagged [email]

Salesforce provides multiple forms of email, including email templates, mass email, email services, email alerts, and email sent via Apex.

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Mail not sent to contact in journey in SFMC

For a subscriber in our marketing cloud org, email is not being sent even after it has successfully entered the journey. Subscriber is not in unsubscribed or held status. Subscriber does not belong to ...
1 vote
2 answers
1k views

Save Template disabled when sending email in Lightning

When I try to send an email, I want to be able that after a proof-read, I do want to save the existing template, not as a new version. Even if I am an administrator I can't save the template. Is ...
0 votes
0 answers
33 views

How does Salesforce handle incoming emails

We are looking at Salesforce and I have been doing the Trailhead to learn more about it. I see that there is a Email to Case option which is great. But we will have a web server in a different country ...
0 votes
2 answers
901 views

Reply To Triggered Send

I am trying to send a Triggered Send email through ExactTarget and have the recipient reply to that email directly to my company Exchange server. i.e. Call ExactTarget API to send the email and when ...
0 votes
1 answer
112 views

Gmail one click unsubscribe 2024

Saw that gmail will require one click unsubscribe in 2024, starting in February. But to me, it's unclear how this would need to be set up based on how they explain it below. Right now I have a 2 click ...
0 votes
0 answers
18 views

Case Chatter Feed - New Email button not appearing

I am trying to enable the new Email button on our Case Chatter feed. I have checked the following System Email-ToCase -> Enabled Email Deliverability -> Enabled Feed Tracking -> Case --&...
0 votes
0 answers
11 views

Best design for emailing groups of Users that are collaborating on a Case

We're using Cases, but long-story-short, we're not really using Service Cloud licenses. We have a heavily restricted form of Service Cloud licenses. We need to be able to have teams of people across ...
0 votes
1 answer
1k views

How to remove or hide the BCC option in the SendEmail page layout?

Requirement is to remove or hide the BCC option in the SendEmail (From) page layout. We don't want to allow users to click on the BCC option when sending an email from Salesforce.com. There is a ...
0 votes
1 answer
37 views

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 ...
0 votes
1 answer
856 views

Cases with Emails Created by user

I am creating a report in Salesforce using the Cases with Emails standard report. I am trying to get a count of how many emails are sent by each CSA. Because the standard report only allows you to ...
-1 votes
0 answers
18 views

The Email Sends Related list, or the cloud specific fields on the User Object, are hot showing in production but do in our SF Sandbox

I have Marketing Cloud running against our production org, which is the same version as is in our SF sandbox. Prior to going live, we were connected to the SB and all ran fine. We are now running fine ...
0 votes
1 answer
40 views

I want sender to be '[email protected]'

I received the email with sender name my email from salesforce account when case creation notification happend. But I want the email should come from [email protected]
0 votes
1 answer
1k views

Send email notification to contact when posted to chatter

I have an action in a scheduled flow, that post to chatter for a certain Contact. Previously, when I used the ID of a User instead of a Contact, when posted to chatter, an email was received. Can I ...
0 votes
0 answers
20 views

Flow to Look Up multple Account records, copy field from each record to clipboard

I am hoping to find a way that I can achieve the following: Users are composing an email to a client. They are providing information to the client about one or several Accounts which serve as resource ...
0 votes
1 answer
81 views

Do I need to warm my IP Address again?

We run a journey in late May for IP warming, but we haven't run another journey since then. We are planning to run a journey this month and I'm wondering whether the IP warming we need is still valid ...
-1 votes
0 answers
21 views

Prefilling data in FormTitan form

I have a form created through FormTitan which will be sent through an eDM via marketing cloud. This form is meant to pre-populate with user information (i.e. Name, Store Name, etc) which uses the ...
0 votes
1 answer
876 views

Send through office 365 account in salesforce

Today suddenly one of our users is seeing this message in salesforce while sending emails. Earlier it was working fine and he used to send email using office 365. Our other users are not seeing this ...
6 votes
7 answers
9k views

Custom object doesn't appear in "Related Entity Type" dropdown for Lightning Email Template

When I go to create a Lightning Email Template, a custom object I recently created doesn't appear alongside other custom objects in the list of objects available for merge field filtering. What do I ...
0 votes
1 answer
3k views

Flow email alert receiving "insufficient access rights on cross-reference id"

I am using a simple flow to try and send email reminders out to clients one week before a due date. The loop is functioning correctly to bring back a list of records to email, but the email alert is ...
0 votes
1 answer
814 views

How can I enable the Bcc/cc option in email from case chatter(Feed Item)?

How can I enable the Bcc/cc option in email from case chatter(Feed Item)?
1 vote
1 answer
1k views

Email throttling in ExactTarget

I'm sending emails to large subscriber lists so I'm throttling the send in ExactTarget. I'm wondering how carefully I need to calculate the throttle rate. For example, if I'm sending to 50,000 ...
0 votes
0 answers
27 views

Email Signature Pictures not Coming Through Merge Field

As I create an email template for a user, the images set up in their email signature are not coming through via merge field. When they come through on an email they are showing as the standard HTML ...
0 votes
0 answers
18 views

Update Campaign Status with an Email Reply via Pardot

I need to update a record's campaign status if they reply to an Engage Email from Pardot. How/can this be accomplished?
-2 votes
0 answers
16 views

Adding operator in Salesforce HTML email templates

im adding two field values in html email template but its not work pls help me Assigned on / Reassigned on: {!case.assignedon__c} || {!case.reassignedon__c}
0 votes
1 answer
38 views

Do I need to have a random split before my email activity?

I have a very simple journey, where I want to send an email to everyone out of 200k people that have provided an email address, so the audience is big. Do I have to have a random split before the ...
0 votes
1 answer
41 views

AMPScript Lookup row function

Can we use lookuprows() function of AMPScript like this? LookupRows(@ContactDE,'id',@SubscriberKey) I have seen this code in the one of the email but I am not getting it instead of DE name why they ...
1 vote
1 answer
5k views

Preview links and "View as Web Page" Solutions?

At my company, we need to send out preview links within the organization internally before a communication is sent out. In our past platform (MailChimp) the "View as Web Page" option allowed us to ...
1 vote
3 answers
2k views

Prevent emails being sent to customers

I am currently doing a Service Cloud implementation for a customer. We have just tackled the email to case needs and we would like to start testing this. We are only facing one problem now: prevent ...
0 votes
1 answer
1k views

How to get Metadata for Lightning Email Templates?

Looking to get Metadata for lightning email templates. Here is what I have tried: Retrieving from source the following package.xml: <?xml version="1.0" encoding="UTF-8" ...
2 votes
2 answers
2k views

Pre-Define value for ToAddress When Sending email from Case - Email Action?

I am working on the on service cloud so it is very important for our agents to send email from case and they always use it to send emails. For that I have created email action and added this to ...
0 votes
1 answer
894 views

timer to send emails

can we create timer trigger to send email in standard objects and could customize time everytime the record created as in the fixed time based on the record type. Also, could we make the number of ...
0 votes
3 answers
5k views

How to remove Outlook extra space?

Currently we are trying to get rid of some differences in the email appearance across different email clients. And a special one seems to be Outlook (2016) once again. We have a Layout with three ...
0 votes
1 answer
2k views

Send reports in Email body through Apex in Lightning

I have a requirement where in I created a Report in Salesforce to get all Orders group by Owner, Account Geo field & orders that are closed this quarter.` I have prepared the report but I need to ...
0 votes
2 answers
80 views

Can we pass email body in API payload for sending email in salesforce marketing cloud?

I am exploring Salesforce marketing cloud's email APIs but am unable to find any email send API that allows sending email body (HTML content) in the send API like Braze (braze api). Is there any ...
1 vote
1 answer
38 views

Detect when email is sent

We have enabled Email Drafts. Prior to that, we already had validation rules in triggers (e.g that the 'To:' email address contains a valid email). Before email drafts, these validation rules would ...
2 votes
1 answer
1k views

Not Opened Measure not returning records

I want to use Measures to return Subscribers that did not open a specific email. I sent the email to 4 Subscribers and one of the Subscribers opened the email. I can see this in the tracking view: ...
0 votes
1 answer
3k views

Insufficient privileges in Send Email

"Contacts in Salesforce which do not have an Account are considered 'private'. Such Contacts are only visible to an Administrator or the Contact Owner. If a private Contact has a related Case, and a ...
1 vote
1 answer
3k views

Error message in self registration

I've set up self-registration in communities and it works fine because it registers users and assigns them to right profiles, but if the email is already in the system it gives out an apex message on ...
1 vote
1 answer
149 views

Sending emails using root domain as From email address

One of our customers has asked us to implement sending from their root domain (company.com) rather than the SAP subdomain (send.company.com). I've explained (until I'm blue in the face) that you can't ...
6 votes
3 answers
10k views

Lightning Email Templates Deployment

I have been reviewing the documentation for Lightning Email Templates and it does not look like they can be deployed from one org to another. I have been unsuccessful retrieving them from the Metadata ...
0 votes
2 answers
3k views

How to pull data from Data Extension to be displayed in Landing Page?

How to pull data from a specific data extension that can be displayed on a Landing Page using Ampscript? On the email I have this Ampscript which displays the Balance Points once sent on the Email ...
-1 votes
1 answer
33 views

Question about the sending schedule (Warmup)

I am doing the warmup. Can I send two emails in consecutive days or should I give a 1-day spacing?
0 votes
2 answers
99 views

Marketing Cloud - Send email via API

I am completely new to salesforce. I am developing an application that is supposed at some point to send emails through salesforce marketing cloud, using their APIs. I've found about triggers and ...
0 votes
2 answers
2k views

Test "Send Email" action in Flow

Is there a possibility to test if email was sent from Flow in UnitTest? I know that there is Limits.getEmailInvocations() method which works fine if email was sent from apex. However, seems that this ...
4 votes
2 answers
2k views

Community Welcome Email Merge Fields Not Merging

I am sending the community welcome email after a portal guest user completes a custom registration form. The welcome email is a visualforce email template, with the recipientType as User and ...
0 votes
0 answers
41 views

List Emails are tracking opens, but won't track the link clicks?

When users are sending out list emails in Salesforce (not regular emails, list emails the object) it is supposed to track opens and clicks, but right now it is only tracking the opens, not the clicks. ...
10 votes
1 answer
2k views

Do not send email when activating a user

I'm writing some code that should (de-)activate some users based on some criteria. This part was easy, but one of the requirements is also that this user should NOT get an email. So when I create a ...
3 votes
3 answers
1k views

Email BCC to Salesforce Function Not Triggering Workflow Rule (Task Field Update)

I've set up a workflow rule to update the activity TYPE field based on the subject of the email. AND( BEGINS(Subject, "Email: Fwd:"), ISPICKVAL(Type, "4. Email Out"), NOT(ISBLANK(WhoId)) ...
0 votes
0 answers
46 views

Why a formula field doesn't appear in email alert

I have a task which I should send email to an opportunity owner , and some fields must be filled as shown in the screenshort(this screenshot is an extarct from the email sent to the opportunity owner) ...
-1 votes
3 answers
72 views

Cannot add Email as a tab in Lex page

I'm new to salesforce, so this might be a simple question, but I looked a lot for a solution and could not find one at all. I'm trying to add Email as a tab on the LEX page side bar as can be seen in ...

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