How to Send Email Alerts using Salesforce Flow
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- Опубліковано 7 вер 2024
- In this video I'm sharing How to send email alerts using flows, In this use case I'm using Salesforce Record Triggered Flows.
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What are Email Alerts 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. They’re also available through the Invocable Actions REST API endpoint.
What are the required things to create an Email Alert?
You need an email template to create an Email Alert So check out this video How to create a Lightning Email Template - • How to create a Lightn...
Learn more about Salesforce Record Triggered Flows
• Salesforce Record Trig...
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Thanks to you mate!
My Record Triggered Flow is working fine now.
👌❤️
Thanks for making this so short and sweet. This was perfect 😊😊😊😊
Glad you liked it
thanks brother, your tutorial is very informative and helpful
You are most welcome
thank you for the video …. it's really help me a lot.
Anytime :)
What if we want to send the email from Account owner's email address and not the current user ?
What changes we have to make ?
Hi Thanks for the email. At time code 2:03 you mentioned a custom email field so you can select Email field... can you explain that more? I have a use case where I want to send an email to the same Contact on Account X when Account A, B, C, etc hits a trigger.
My flow worked fine .. received email alert as well but the record fields weren't generated..i could only see labels
seema did you pass the record Id into the email alert action?
Hello Shubham,
Thank you for all you do.
Anytime 🙏🏻
I have created a simple flow....when an opportunity is closed won , account owner should receive an email....my flow is not showing any error but the owner is not receiving email....what would be the problem?
How to have Opportunity view URL in the email body and would like to have that hyper link as dynamic instead of hard-coded url
How to create a Record Link in Salesforce Flow? |
ua-cam.com/video/QxiO7sgr9lM/v-deo.html
Thankyou...
Thank you for the video. My onlu issue with this is: why the email sent does not stay on Account record activity? What changes can we make in order tocthe email get registered on the activities record? Thank you
For now you need to create a email message record but in this summer 23 release we are getting this feature to create a email message record automatically.
Link - www.linkedin.com/feed/update/urn:li:activity:7052549315302457344
Hey, how to Send emails to different group of person (ASP Owner) depending on conditions
how come i don't have the button to create new email alert and new flow? is it possible that these are disabled for different users?
Why email is not received on given email,even I tried several times but not getting notification of email
Hi,
Can you please make a video on How to send alerts/notifications to users who have not logged into salesforce in last 30 days
Hi,
I'm using a rich text editor and getting the email but the email subject and body are not styled instead I'm getting the HTML plain text please suggest
i created an email template and email alert but when im trying to preview my email it shows error message as "Unable to send the template preview email. Uncheck 'Send email preview to' checkbox to continue with preview." even if i create my record im not getting any email alert through mails can u help me with this.
Great work! Cold in your house?
Thank you 😊 , Yes
Hi, it's possible send an email alert with related records table in the body? thanks in advance!
Yes, of course
i am not getting email after doing record.id ,,,and also like i am not seeing email alert element in my org, i am able to find it out via action element
Hi how to enable the rich text formatted for subject line
the same way we create dynamic body either use the text template or directly write the content in the Subject option.
When I create new account z then there no option for e-mail
Hey Shubham is there any way to store that sent email in activity history of that record?
After sending email you need to create a email activity record.
Thank you. This was helpful. But I am facing an issue while implementing. I want to send an email to the Email Field on Contact Object but need to merge Account Fields in the Template. Somehow it throws an error while saving the record "We don't recognize the field prefix Account." Can you please help me with this?
Are you able to solve it?
@@salesforcegeek Nope. Facing the same issue. Can you please help me with it?
Facing same issue. Can you please check if there is a way?
Lightning Email Templates doesn’t support Account and Contact Merge fields maybe it’s a bug but I also faced the same issue
@@salesforcegeek Is there still no solution for this? Can't use recipient name merge field for Leads object (btw your videos are the best out there!)
Hi,
Liked your Video the way you explained it, I have a query though. Here's what I'm trying to achieve:
I have created an email alert on Account(We use person Account) and used a custom email field as PA doesn't allow email field in alerts.
I am then trying to create a triggered flow but on a custom object as when a field on a custom object changes this email should be triggered to the related account using email alert. I'm getting error in the flow for email alert action as I think I'm not able to put the right value in the record.Id field. Please suggest
This email field is of data type text or email 📧?
@@salesforcegeek Email
Hello Harshita! I ran into this exact issue just yesterday, did you ever find a solutiont o this?
Is there any way to send email alert after using ischanged ?
What’s the problem with is changed you are facing?
I m unable to send email alert after using the ischanged
Because there is no option to send the mail
I don’t think so there will be any problem if you use ischanged please debug your flow and check the email setting in process automation in quick find
OkAy …thnku shubam ☺️
how to through error using flow ??
You can’t with record triggered flow but you can show with screen flows.
@@salesforcegeek Okay
Ty
Thank you shubham for knowledge sharing ❤️!!
Anytime Rahul! ❤️
Talk so fast
Hi, can anyone know how to add record link to the classic email templates so when a user click on the link it redirects to record view
The link might changes to diffrent environment like if i excute in production it will not redirect which i used in sandbox @salesforce geek
Even I have the same question...can v use hyperlink in record trigger flow...