How to Send, Log, Track Workflow Email Alerts to Cases through Salesforce Process Builder Print.
- Select the Action Type as 'Apex'.
- Enter Action Name.
- Choose ‘Email via MassMailer’ as the APEX class.
- Set the Apex Variables ( * means required )
- Template Id *: This could be the Salesforce Email Template Id or a field that contains the email template Id that you wish to use.
- Record Id Field *: Id Field of the Case record. An activity history will be created under this record when the email is sent successfully.
- To Address: The recipient’s email address must be a valid email address (MassMailer’s field mappings are used if this is not specified, to check those ...
Full Answer
How to request for an email log from Salesforce?
The following steps can help you request for an Email Log from Salesforce: Step 1: From Setup, type Email Log Files in the Quick Find box and select “Email Log Files”. Step 2: Click “Request an Email Log”.
How to send an email from Salesforce via process automation tools?
To send an email from Salesforce via process automation tools, you need an email alert. Email message is a standard object introduced in Summer 16. Use process builder to create the email message record.
How do I send an email alert in Salesforce workflow?
Send Workflow Email Alerts in Salesforce through the Salesforce Process Builder Triggered email alerts can be setup within minutes from the Salesforce Process Builder. Under the process builder, you are able to define specific situations in which you want an email to trigger — such as the addition of a lead to the list.
How to track email results in Salesforce?
If you want Track Emails result anytime and want to send bulk mass emails to make smart decisions for future campaigns. Track opens, click-throughs, bounces, complaints, unsubscribes, and more. This tracking of mails can be done by mass email service providers like Massmailer from salesforce app exchange.
How do I log into a sent email in Salesforce?
From Setup, enter Email Log Files in the Quick Find box, then select Email Log Files. Click Request an Email Log. Optionally, you can filter an email log to only include rows where a specific domain name or email address appears in a field, such as a Recipient or Message ID Header.
Can process builder send email alerts?
Easily send an email from a process by using an email alert. Email alerts are configured outside of the Process Builder and contain the standard text, list of recipients, and template for an email.
How does Salesforce track workflow email alerts?
Once you engage the Workflow process, emails will be sent automatically upon that trigger. You can track Workflow email alerts in Salesforce by looking at your activity history; this will show the emails that have been sent so far.
How do I find my outbound emails in Salesforce?
Track Outbound Emails Sent by Each User in SalesforceAccess the "Type" picklist field from Setup. ... Under the Task Type Picklist Values section, click New and enter a new picklist value labelled Outbound Email.Click Save.More items...
How do I send an email alert from a workflow in Salesforce?
Add email alerts to your workflow rule's criteria.Click Add Workflow Action and choose New Email Alert.Enter a description and unique name for the email alert. ... Choose an email template.Select who receives email alerts from the workflow rule. ... Click Save.
How do I set up an email alert in workflow?
From Setup, enter Email Alerts in the Quick Find box, and select Email Alerts. Then use these settings to configure your email alert. Tip Create a standardized letterhead to use for all email templates you use for workflow alerts. Enter a description.
How do I track an automated email in Salesforce?
In Lightning Experience, email tracking applies to all emails and list emails sent through Salesforce, Office 365, Gmail, Email Relay, and Einstein Activity Capture. From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings. Select Enable Email Tracking. Click Submit.
How do I query email alerts in Salesforce?
Open Developer Console > Click on Query Editor. Check "Use Tooling API" Set query, e.g. SELECT Id, DeveloperName, Description, CcEmails, SenderType, TemplateId FROM WorkFlowAlert WHERE CcEmails like '%[email protected]%'
Can a workflow rule trigger an email?
By creating a workflow rule and email alert, an autogenerated email alert can be sent to a related Contact from a Lead record, when a Contact email address lookup field is added to a Lead record.
How do I check email logs?
Use Email Log Search (ELS) to find and review email messages sent and received by users in your domain within the last 30 days. Review all messages, or search for specific messages by email address or message ID. You can download ELS search results to a Google Sheet or CSV file.
How do you analyze email logs?
0:202:46How to Analyze Salesforce Email Logs - YouTubeYouTubeStart of suggested clipEnd of suggested clipFirst we need to go to setup. And on the quick find we type email logs and select from below in thisMoreFirst we need to go to setup. And on the quick find we type email logs and select from below in this section. We can request the logs to sell force. Now we click on request an email log.
What are email logs in Salesforce?
With email logs, you can easily monitor emails sent through Salesforce in the last 30 days. Logs contain information on each email, including the sender and recipient, date and time, delivery status, and any associated error codes. Email logs are in CSV format.
How many emails can you log in Salesforce?
Salesforce allows you to have a maximum of 3 email log requests at any particular time. Email logs are only available for messages that have been sent within the past 30 days before your request. Every email log can only span a maximum of 7 days.
How to get email logs in Outlook?
Step 1: From Setup, type Email Log Files in the Quick Find box and select “Email Log Files”. Step 2: Click “Request an Email Log”. Step 3: You have the option of filtering the email log to only include rows in which a particular domain name or email address appears in a field, like Recipient or Email ID header.
Why do companies use Salesforce?
Companies use Salesforce to perform activities like marketing to customers, tracking customer activities, and many others. When using Salesforce, you will send and receive emails regularly. Due to this, there is a need for a mechanism that can help you monitor your emails. Thanks to the Salesforce Email Logs feature, ...
What is Salesforce CRM?
Salesforce is a customer relationship management (CRM) product that helps bring companies and customers together. It’s an integrated CRM platform that gives all your company departments a single, shared view of each customer. Before Salesforce, companies hosted their CRM solutions on their own server. Due to this, companies took a lot of time and cost to have their own CRM solutions. Even after setting up a CRM solution, it was not easy to use it. This changed after the introduction of Salesforce.
How long is Hevo free?
You can try Hevo for free by signing up for a 14-day free trial.
Does Hevo require code?
Hevo is fully automated and hence does not require you to code.
Sunday, September 27, 2020
Email is a very basic thing in our daily work, we can send emails from Google or Outlook, then manually log the email to a record Salesforce for future reference.
Send and Log Email from Salesforce
Email is a very basic thing in our daily work, we can send emails from Google or Outlook, then manually log the email to a record Salesforce for future reference.
What is dynamic recipient?
Dynamic Recipients – Use a formula field to get an email address from a different object to send to. Currently, you can only refer to email type fields on the object, which means you’d need to use triggers or flows to bring an email address onto the object. This way you can make the email address used dynamic.
Can you use an email alert?
You can’t use an email alert if you need to store a copy of the email for compliance reasons. Mistakes in setting up automation like workflows or process builders could be resulting in numerous emails being sent at the wrong time without anyone knowing.
Can you save an email as a completed task?
There are workarounds available, such as saving a completed task, but none of these saves the specific content of the email. This can cause major problems: If you need to store a copy of the email for compliance reasons email alerts become an unattractive option to use.
