What is email alert in Salesforce? Email alerts are emails generated by an automated process and sent to designated recipients. These actions consist of the standard text and list of recipients for an email. You can associate email alerts with processes, flows, workflow rules, approval processes, or entitlement processes.
How to send an email alert in Salesforce?
Sending email alert is the one of the workflow action provided in Salesforce. The email alert must be send to the customer whose invoice amount in greater than 12000. Let us create new email alert in Salesforce. Click on Email alert.
What is an email alert?
Email alerts are emails generated by an automated process and sent to designated recipients. These actions consist of the standard text and list of recipients for an email. You can associate email alerts with processes, flows, workflow rules, approval processes, or entitlement processes.
How do I send email alerts from a flow?
Send emails from flows by reusing already-configured workflow email alerts. The email alert is already configured with the email’s contents, recipients, and sender, so the flow only needs to provide the record ID. Email alerts are entity-specific.
How do I set up email alerts for a case?
We recommend that you choose criteria are met and select the criteria that a case must match to send email alerts. For example, if you want team members to receive an email alert each time a case’s status is set to New, set the criteria to Case: Status equals New.
How do I send an email alert 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.
Where is email alert used Salesforce?
Go to email alerts and click on the column email template name to order the email templates and then you can search for you specific template. Then click on the email alert description to see which Wf rule is using the template.
What is email field in email alert Salesforce?
Note When creating email alerts for campaign members, Email Field refers to the email field on the lead or contact that the campaign member is based on. Opportunity Team. All users assigned to a particular opportunity team role. This option appears only when team selling is enabled.
How many ways we can send email alert in Salesforce?
We can send email alert using workflows. Create email templates for notifications. Set up workflow rules that specify which actions on a case send email alerts to team members. From Setup, enter Workflow Rules in the Quick Find box, then select Workflow Rules.
How do I create a workflow rule for email alerts?
Create your Workflow RuleGo to Setup > Automation Rules > Workflow Rules.You'll see a list of all existing Workflow Rules in your org. ... Select the Object your workflow rule applies to and click Next.Give your rule an unique Name and a Description. ... Set the Evaluation Criteria to determine when your rule will run.More items...
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.
What are Salesforce alerts?
Notifications let your users know when certain events occur in Salesforce. For example, notifications let users know when they receive approval requests or when someone mentions them in Chatter. You can enable or disable notifications on the Salesforce App Notifications page in Setup.
How do I send an email alert?
Select Email AlertSelect Email Alert.Enter the description like Email Alert to Contact.Select the desired Email Template (only classic Email Templates are supported)In Recipient Type select Email Field. ... Click on Save.Click Done.Click Activate.
How do I use email alerts in Apex?
Add the Immediate Action for this Criteria.Click on Add Action and select Apex as Action Type.Enter the Action Name and Select EmailController as Apex Class.Click on Add Row. Select strRecipientId Field and pass Id of the Contact. ... Click on Save and Activate the Process.
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In our previous Salesforce tutorial we have learned about What is workflow rule in Salesforce and learned about different steps involved while creating Workflow rule. In this Salesforce Tutorial we are going to create Salesforce Workflow rules with rule criteria.
How to create Salesforce Workflow Actions?
As discussed in the beginning of this SFDC tutorial we have to create the following Salesforce workflow actions.
Activating Salesforce Workflow Rule
Without activating workflow we can not work on Workflows in Salesforce. Go to workflows and activate the workflow rule.
