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9 votes
Accepted

2 workflows vs Process builder. Which one is better?

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 ...
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  • 3,954
8 votes
Accepted

How to capture Workflow email alerts under activity history with date and time

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 ...
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7 votes
Accepted

Daily email limit - via workflow, Mass Email, Single Email

It is the: Its the number of user licenses * 1000 not active users.
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  • 53.1k
6 votes

Should time-based workflows trigger upon record update that puts trigger date in the past?

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 ...
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  • 10.4k
6 votes

Email Alert Fails with Sites User "INSUFFICIENT_ACCESS_OR_READONLY, user does not have access to use approval assignment email template: []"

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 ...
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6 votes

How many recipients can i add in email template alert?

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@...
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5 votes
Accepted

Execute workflow if picklist value is NOT equal to "ABC"

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 ...
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5 votes
Accepted

Visualforce Email Template for custom fields

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 ...
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5 votes
Accepted

Issue with Email Alerts and Test.setMock - Uncommitted Work Pending

This may be a known issue -- recently reported and contemporaneous with your OP
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  • 61.5k
5 votes
Accepted

Send email to user when activated, using workflow rule

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.
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  • 4,917
5 votes

SFDX: Deploying workflows with email alerts using org wide email addresses

something so simple and still such a big blocker. For now here is what we have been doing. I have a nodejs script that replace <senderType>OrgWideEmailAddress</senderType><!--...
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  • 5,478
5 votes

SFDX: Deploying workflows with email alerts using org wide email addresses

You can create the Org Wide Email Address via the REST API (POST) and then subsequently issue a PATCH request (empty body) against the new record and it magically becomes verified. This is surely an '...
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  • 2,325
5 votes
Accepted

What is the order of execution for the final approval actions in a standard approval process?

They will not be guaranteed to fire in the order you see listed, however this will still work out for you. In Considerations for Field Update Actions that covers creating field updates for workflow ...
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4 votes
Accepted

How can I configure salesforce to notify a customer case contact when an internal support rep sends in a email updating the ticket?

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.
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4 votes

Email Alert when attaching the solution into the Case

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 ...
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  • 430k
4 votes
Accepted

Time-based workflow when overdue object

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 ...
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4 votes
Accepted

When are workflow email alerts sent in a transaction's order of execution?

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 ...
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  • 40.3k
4 votes
Accepted

Workflow Email Alerts Not Log In Email Related list of Case

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 ...
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4 votes

Time Dependent Workflow with multiple email alerts

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 ...
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4 votes
Accepted

Workflow time based triggers vs process builder scheduled actions for sending time sensitive emails

In terms of overlapping functionality, they are functionally equal to each other. Use whichever you prefer. Workflow Rules are still currently easier to migrate because migrating Process Builder ...
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  • 430k
4 votes
Accepted

In HTML Email Template lookup field showing Name field of the related lookup object, how can I get Id instead?

You need {!Child__c.ParentId__c} to get the ID of the field.
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3 votes
Accepted

Email Alert on Custom Object

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.
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3 votes
Accepted

Email Alerts and Formula (Lookup) Fields

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) ...
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  • 61.5k
3 votes
Accepted

Can I change the notification email sent when transferring a record to a new owner?

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 ...
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3 votes
Accepted

Merge field not populating in Email Template

It is a weird issue, but it got fixed when I cloned the email template and used it in the workflow's email alert instead of the old email template. This seems to be a bug, as the new email template is ...
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  • 218
3 votes
Accepted

Time-Dependent Workflow rule not working

Here is what you describe: You have a workflow with time-based email actions The actions go into the queue The actions are then removed from the queue but the email is not sent If this is, in fact, ...
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  • 19.1k
3 votes
Accepted

Can notes and attachment email alert via workflow possible?

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....
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  • 10.3k
3 votes

trigger to send an email to owner in contact object

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.
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3 votes
Accepted

VisualForce apex:repeat Related Objects not rendering in VF Email

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 ...
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  • 12.7k
3 votes
Accepted

Email not being sent from the apex code?

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 ...
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  • 47k

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