Skip to main content
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 ...
sfdcFanBoy's user avatar
  • 4,084
9 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 ...
Tushar Sharma's user avatar
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.
Eric's user avatar
  • 54.2k
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><!--...
brovasi's user avatar
  • 5,685
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.
Devendra's user avatar
  • 5,075
5 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.
Tushar Sharma's user avatar
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 ...
Kris Goncalves's user avatar
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, ...
Yifei Pei's user avatar
  • 111
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I think this work this way because of the queue system, it run all the "outdated" action to be executed in the next hour it is inserted, if you see the considerations for this kind of process, it ...
sebmaldo's user avatar
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 ...
sfdcfox's user avatar
  • 497k
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 '...
daveespo's user avatar
  • 2,683
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 ...
sfdcfox's user avatar
  • 497k
3 votes
Accepted

Conditional formatting in HTML Email Templates

For HTML template, use div and set the style display conditionally <div style="display: {!IF(customObject.customField__c = 'Expected Value', '' , 'none')}"> <BR><UL><LI>Item1&...
Ratan Paul's user avatar
  • 22.7k
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 ...
Devendra's user avatar
  • 5,075
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 ...
cropredy's user avatar
  • 72.1k
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 = ...
Ratan Paul's user avatar
  • 22.7k
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 ...
Derek F's user avatar
  • 62.7k
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"...
Saroj Bera's user avatar
  • 14.8k
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 ...
o-lexi's user avatar
  • 3,094
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 ...
sfdcfox's user avatar
  • 497k
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 ...
Adrian Larson's user avatar
  • 151k
3 votes

Troubleshooting Site Guest User Access after enabling “Secure Guest User Record Access”

One of our clients enabled the “Secure Guest User Record Access” before we expected it, and as a result their custom visualforce pages for event signup failed. Users could go through the event site’s ...
Baird Straughan's user avatar
3 votes
Accepted

How to retrieve email alert used in flow in VS?

WorkflowAlert is within the Workflow metadata which is encompassed per object This metadata type represents the valid types of workflow rules and actions associated with a standard or custom object. ...
Kris Goncalves's user avatar
3 votes
Accepted

Send email alert when opportunity stage equals 'closed lost'

your issue is that you have created the email alert, but it is not used in any workflow rule. You need to add it to the field update as an immediate action. On your third screen click edit and follow ...
Oleksandr Berehovskyi's user avatar
2 votes

Is there any way to specify recipients in CC while using email alerts using Email fields present on Object

Currently, Salesforce does not support feature of specifying the email address in CC and BCC. Check this Idea on Salesforce Community : Workflow Alerts need EMail TO, CC, BCC control
Ishwar Mete's user avatar
  • 1,492
2 votes

Is there a way to avoid sending duplicate email alerts?

I used a "Set a condition" event at the start of my workflow. It checks the "Created By" field in the List Item against the "Manager" field in the List Item. I put a notification in the "YES" result ...
Dotcomaphobe's user avatar
2 votes
Accepted

Dynamic domain/link in Email Alerts

Just came up w a simple solution that works for email alerts, I think it would work for a site but have not tested. Create a formula field on User with the following structure (which I got from this ...
gorav's user avatar
  • 4,537
2 votes

Approval Process Assignment Email Alert Not Sending

Its workaround to try and see whether works for you. Under Initial Submission Actions new action "Email Alert", add email template and other details select Recipient Type as "Related User", choose ...
Shakeel Bagwan's user avatar
2 votes

Will the workflow evaluates the record based on its duration trigger the mail?

No it will no. What you are trying to do use time based workflow. Run this workflow on creation and set the email after five days and use your required criteria. If in between record failed to match ...
Tushar Sharma's user avatar
2 votes
Accepted

Updating the email template on Email alert

You can't directly use Process Builder for this, as the template must be selected in the Process Builder itself (as a static value). However, you could invoke some Apex Code or a Flow to send the ...
sfdcfox's user avatar
  • 497k

Only top scored, non community-wiki answers of a minimum length are eligible