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 ...
- 4,011
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 ...
- 29.1k
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.
- 53.6k
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 ...
- 24.2k
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@...
- 24k
6
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><!--...
- 5,595
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
- 66.8k
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.
- 4,997
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 ...
- 20.7k
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 ...
- 40.7k
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 ...
- 108
4
votes
Accepted
Using {!User.FirstName} in Email template aiming for User object but return current user
I resolved this issue.
From the Email Template Editing page, there is an "Available Merge Fields". From that panel, people can choose whatever merge field for the Email template.
Here for my usage, ...
- 101
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 ...
- 51
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 ...
- 462k
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.
- 29.1k
4
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 '...
- 2,438
4
votes
Accepted
workflow rule and email alerts firing in user context
Workflow Rules evaluate in System context. Field Updates also update in System context. Email Templates, however, honor the field security of the user, because otherwise users could render templates ...
- 462k
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.
- 5,703
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....
- 10.4k
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, ...
- 19.4k
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 ...
- 218
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 ...
- 12.9k
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 ...
- 54.7k
3
votes
Accepted
Is there standard Functionality to send an email to case owner when case is closed
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 = ...
- 22.3k
3
votes
Accepted
Sending email with cc and bcc
Email Alerts do not permit specification of cc: or bcc:
If this is important to you , you will need to use Apex outbound email classes and methods - but be cognizant that there are fairly restrictive ...
- 66.8k
3
votes
Accepted
How to customize the Lead Conversion Standard Email Notifications?
We can't change that email notification template.
Here is an Idea for the same.
Workaround:
Users should avoid clicking the checkbox "Send Email to the Owner" when they convert a Lead.
You can ...
- 4,997
3
votes
Time Based Workflow on date field to consider week-days only
You can write a formula to get the day of the week as below. Explained in this link.
CASE(MOD( {!CloseDate} - DATE(1900, 1, 6), 7), 0, "Saturday", 1, "Sunday", 2,"Monday", 3, "Tuesday", 4, "Wednesday"...
- 14.2k
3
votes
Accepted
Time Dependent Workflow with multiple email alerts
As @sebmaldo stated in his answer - all time-dependent actions with a date in the past start executing right away. To avoid this, you have to include date validation in your criteria, and this will ...
- 3,054
3
votes
Accepted
Time-based Workflow emails and event changes
1 - If an event is cancelled, will the email still trigger? (My assumptions say no, but I could be wrong).
Maybe. If the record no longer meets the criteria, all pending workflow actions will be ...
- 462k
3
votes
Send Email when As soon as Case spend 24Hrs in Open State
Create a Time-Based Workflow Action and have it fire 24 hours after your Datetime field. You can add criteria to make sure the record is still Open, and those will be checked again before the action ...
- 147k
Only top scored, non community-wiki answers of a minimum length are eligible