How do I check email alerts in Salesforce?
- From Setup, enter Workflow Rules in the Quick Find box, then select Workflow Rules.
- Click New Rule.
- From Select object, choose Case and click Next.
- Choose the evaluation criteria.
- Choose criteria are met and select the criteria that a case must match to send email alerts.
- Click Save & Next.
How do I pull an activity report in Salesforce?
Create a User Call Activity Report in Salesforce
- Click Reports > New Report.
- Select Activities > Tasks and Events and then click Continue.
- Click the Filters tab in the left hand menu.
- Change the Show Me filter to All Activities and click Done.
- Click the Date filter and select a date range to report on and click Apply.
How to track emails sent via workflow email alerts?
A simple solution to have a log of the email alerts: You can add a task (in addition to the email alert) to the workflow actions. The task is set to Completed and the Subject describes the email that was sent.
How does the workflow rule work in Salesforce?
The workflow rule triggers and sends both email alerts. The first alert gets sent to the recipient, in this case a lead. The second alert gets sent directly into Salesforce using the Email-to-Salesforce address. Salesforce then reads the “ref:” tag and assigns the email to the correct record.
Where is the email alert set to be sent?
The email alert is set to be sent to the Contact Email (standard) field. Thanks! I promoted the idea (which I imagine has fallen off the radar because the original idea was posted in 2007) and also just came up with a workaround that might help some others.
What happens when you duplicate an email alert in Salesforce?
Duplicate the original email alert, make it send ONLY to the administrator’s Email-to-Salesforce address, and use the duplicated email template with the “ref” in it So basically, here’s what happens. Someone enters a record in Salesforce that triggers the workflow rule. The workflow rule triggers and sends both email alerts.