1 – Go to Setup and type “auto-response” in the Quick Find window 2 – Choose the type of rule you want – Marketing (leads) or Service (cases). For our example here we will work with leads 3 – Click “New” to create a new rule and then name and save it
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Create Auto-Response Rules
- Click New.
- Enter the rule name.
- To activate this rule, select Active.
- Click Save.
- Create rule entries.
How does the auto response rule work in Salesforce?
The rule stops processing when the first entry matches, and then Salesforce posts the email using the defined email template. If no auto-response rules are applied, then Salesforce posts an email utilizing the default template defined on the Web-to-Case or Web-to-Lead Settings page.
How to create a web-to-lead response rule in Salesforce?
To fabricate a Web-to-Lead response rule, Go to Setup, write Auto-Response Rules in the Quick Find box available at the left column, then click on Lead Auto-Response Rules. Now To create a new response rule for cases, go to Setup, write Auto-Response Rules in the Quick Find box, then press Case Auto-Response Rules.
How to create an auto-response email in Salesforce?
Again Insert the email address to involve on From the line of the auto-response message. This email address must be either one of your verified organization-wide email addresses or the email address of your Salesforce user profile.
How to create a new rule in Salesforce?
We Click New button. Then, write the rule name. Now, To activate that rule, pre Active. Go to Save and click. Now we Create rule entries. Press the New key from the rule detail page. Insert a number to identify the order in which that entry is processed. The rule processes entries in the above-defined order.
What is auto response rule?
Auto-response rules make it possible to automatically Send email responses to lead or case submissions based on the record’s characteristics. We can understand this by the following scenario, we can post an automatic reply to consumers to give information that someone at his company collects their inquiry.
How to make a web to lead response rule?
To fabricate a Web-to-Lead response rule, Go to Setup, write Auto-Response Rules in the Quick Find box available at the left column, then click on Lead Auto-Response Rules. Now To create a new response rule for cases, go to Setup, write Auto-Response Rules in the Quick Find box, then press Case Auto-Response Rules. On that Auto-Response Rules page: