8
You should go with Process Builder. The beauty of process builder is one process can handle multiple criteria updates and all of them will be in a single process like the one you have now.
Process Builder is the future! If you see the new Professional Salesforce Editions, they don't have workflows anymore, they only come with Process Builder. Process ...
7
If I'm understanding the question correctly, you can generally attach attachments to email sent out via workflow using the <messaging:attachment renderAs="PDF"> in your Email Template as per the documentation you supplied.
However, the problem you're going to have is the multiplicity of the attachments you want to create, you mention wanting to create ...
6
The problem is with how you are trying to get the workflow rule to fire. As crop1645 commented, changing the date will not cause the workflow rule to fire. Take a look at this help doc here.
Your workflow rule is set to fire when the record is created, and any time it’s edited to subsequently meet criteria:
(Default) Evaluate the rule criteria each time ...
6
There are limits, but the limit you are likely going to hit is the daily limit for workflow emails.
You can though add an alias in the additional emails section. Even if that alias (EntireCompany@yourcompany.com) redistributes that to hundreds of additional emails, its still just counts as a single workflow email towards your limit.
See the limits doc ...
6
It is the:
Its the number of user licenses * 1000 not active users.
6
When using Workflow rules to trigger email alerts, activities are not automatically logged when the email is sent.
So to do this, have the Workflow trigger a task (in addition to the email alert that is sent). You can assign the task to the record owner, creator, a certain role, or a specific user. You can also set the task to "Completed" so it will just ...
5
With the email templates, you need to use the sObject which the email template will be related to. In this case, if you have an email template that you're going to use with your "Feedback" custom object, your email template should be related to Feedback__c rather than Account (see relatedToType parameter).
Then when you're merging fields, the variable {!...
5
You can do it using workflow rules. when creating a workflow select the "Formula evaluates to true" and "Evaluate the rule when a record is: created, and every time it’s edited" options. Use this formula to trigger the email alert whenever the name of the account is changed:
ISCHANGED(Name)
and then create a email alert as a workflow action.
5
1) When you create the workflow rules select "Run this rule if the following" criteria are met instead of formula evaluates to true.
2) Select your field (picklist)
3) Select not equal to operator
4) Choose the value you're comparing against ("ABC") in your case
EDIT:
If you're using this in combination with other logic and you must use
...
5
This may be a known issue -- recently reported and contemporaneous with your OP
5
Contrary to other posts, it is absolutely possible to use email alerts with Sites users.
In my case it was an object level permissions issues. Unlike apex, for an email template to be available, the running user needs access to the object being used for the email content (at least for visualforce email templates). If a field isn't accessible it just doesn't ...
5
I am able to see the Email field of User in Email Alert and this is working. The specified email received email once User has been activated using Workflow.
4
I don't believe you'll be able to use a custom field as your from address for e-mail alerts. You can't even use the standard e-mail field on a contact as the from address for an alert. However, you can create a trigger to send e-mails when a new contact us record is created. The documentation for sending e-mails via Apex Code is here: Outbound Email docs
...
4
You can't use triggers or workflow rules on case solutions at this time.
Some alternatives:
Scheduled Apex
Have a process that runs on a timer, every few minutes, on the hour, etc, that checks for new case solutions since the last run, and sends emails for those cases/solutions.
Visualforce
Create a Visualforce page for finding and attaching solutions. ...
4
Here is a detailed tutorial that explains how to create a custom publisher action for Case Comments. Once you complete all the steps, the Case Comment shows up as a publisher action as shown below.
4
Email alerts are sent AFTER a database commit. Until the commit takes place, it makes no sense to send the email to someone telling them it's occurred. That's why step 11 is to perform the field updates, which can cause additional actions to follow.
4
I think this work this way because of the queue system, it run all the "outdated" action to be executed in the next hour it is inserted, if you see the considerations for this kind of process, it explicitly indicates this behavior.
If a workflow rule has a time trigger set for a time in the past, Salesforce queues the associated time-dependent actions to ...
4
You need {!Child__c.ParentId__c} to get the ID of the field.
3
Unfortunately it looks like the Account Owner change template is not something you can customize...
Quoting this page :
http://login.salesforce.com/help/doc/en/account_owner.htm
"For cases in Professional, Enterprise, Unlimited, and Developer Edition organizations, the email text is determined by the Case Assigned Template setting specified in the Support ...
3
The way you need to approach this is make it so that the workflow always fires, but if the Case is not overdue at the time the Time-Dependent action takes place, the email won't go out. In a deadline scenario, there are usually two factors - the deadline, and some indication of whether the task has been completed. With a Case, this is likely whether or not ...
3
You can add whatever email addresses that you want by just verifying them under "Setup -> Email Administration -> Organization-Wide Addresses -> Add". Then once it's verified, it will show up as an option in the "From Email Address" field.
3
Try creating an "Organization-Wide Address" (an email address). You'll have to prove that this mailbox is accessible for you (SF will send an email with link that has to be clicked within 72h).
Then, in the approval process start defining / reusing an email alert...
3
Yes, the root of this is that cross object formula fields can't be of type email and email alerts on your child object can't reference email fields on parent objects unless parent is a Contact)
Option 1
If Issue__c is a detail object in a master-detail relationship, then when Issue__c.status = 'Solved', use a workflow to set a field update on Office__c, ...
3
Lookup fields to the user object should be available under 'Related User', not 'User'.
The available recipients in my example are all the custom user lookup fields I have on the account object.
3
Basically it is not possible via Workflow as Attachments and Notes are phantom objects so not available via workflow but you can write trigger on Attachment object which will complete your requirement.
3
Yes, Workflow is perfect for this scenario. Have an email template created before hand and select the template in Email Alert creation as workflow action.
3
It's not an issue with <apex:repeat>. It is because you can't reference child objects by using related.MSA_Lookup__r. This will not work. You need to have a controller and populate that up in the controller. Here is the link for how to do it: Access child object's fields in visualforce email template
3
This is currently missing functionality from salesforce. there is currently an idea on the success.salesforce.com site for this - Salesforce Success
The work around that we use here is to make sure you CC in your email to case email to get a copy into salesforce.
3
Based on our discussion in the comments:
The sendMail() method itself is fine. When this method is called, the only reasons it wouldn't send the email would be:
The email deliverability settings for your org, specifically 'access level', is not set to send 'All Emails'. Other choices would result in an exception being thrown when you call Messaging....
3
I don't think there is any standard way to send email to case owner but for workaround go with workflow
You need to create workflow rule where the records that enter the workflow is case status = closed.
send an email and you can select the case owner as the recipient.
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