One of the workflow actions that we can set up to execute in Force.com platform is 'Sending out Email alerts'. Let us explore the steps involved in setting up this type of workflow action using Force.com platform.
From the App Setup -> Create -> Workflow & Approvals -> Email Alerts, you can create new email alerts and use it while setting up workflow actions.
Otherwise, while setting up workflow actions you can click on 'New Email Alert'. Both actions take you to the same page.
Enter Description for the Email Alert you are setting up. If you had come into this page via the 1st route mentioned above, you will need to select the object to which this email alert belongs to. In the 2nd route, the object you have selected for the workflow rule is automatically selected for the action as well.
Email Template need to be specified. There are some standard email templates provided by the platform. If you need your own customized template, you must set up your email templates in advance via Administration Setup -> Communication Templates -> Email Templates.
Email Recipients must be specified. There are 2 different ways you can specify who should receive the alerts. If your alert is going to someone in your organization, look for the recipient by Recipient Type. Based on your selection in the type, you get the Available Recipients list. You can select recipients among them. You may also specify up to 5 additional free form email addresses at the bottom section, if the recipient is someone outside your organization network in the Force.com platform.
From Email Address can be set to workflow user's email address or one of the organization-wide address that has been set up.
Save your work. If you created a new email alert, go ahead and associate it with a workflow rule and you will have a workflow action for sending out emails.
Happy cloud computing using Salesforce!
From the App Setup -> Create -> Workflow & Approvals -> Email Alerts, you can create new email alerts and use it while setting up workflow actions.
Otherwise, while setting up workflow actions you can click on 'New Email Alert'. Both actions take you to the same page.
Enter Description for the Email Alert you are setting up. If you had come into this page via the 1st route mentioned above, you will need to select the object to which this email alert belongs to. In the 2nd route, the object you have selected for the workflow rule is automatically selected for the action as well.
Email Template need to be specified. There are some standard email templates provided by the platform. If you need your own customized template, you must set up your email templates in advance via Administration Setup -> Communication Templates -> Email Templates.
Email Recipients must be specified. There are 2 different ways you can specify who should receive the alerts. If your alert is going to someone in your organization, look for the recipient by Recipient Type. Based on your selection in the type, you get the Available Recipients list. You can select recipients among them. You may also specify up to 5 additional free form email addresses at the bottom section, if the recipient is someone outside your organization network in the Force.com platform.
From Email Address can be set to workflow user's email address or one of the organization-wide address that has been set up.
Save your work. If you created a new email alert, go ahead and associate it with a workflow rule and you will have a workflow action for sending out emails.
Happy cloud computing using Salesforce!
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