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How do I find where an email alert is in Salesforce?
On email alerts click on Create New View. From the filters on the view, select Email Template Name field and type in the Email Template Name you would like to check, as your basis to filter. Click Save and you should be able to see all the email alerts associated with the email template.
How does Salesforce track workflow email alerts?
To do this, have the Workflow trigger a task (in addition to the email alert that is sent). Assign the task to one of the following: the record owner, creator, a certain role, or a specific user. Optionally, set the task to “Completed” so it will just be used for tracking purposes.
What are email alerts?
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.
Why do I get an email notification on my workflow?
If you don’t have an active account set up as a Default Workflow User, you may get a popup notifying you of this. This is needed because when the user who triggered the rule isn’t active, Salesforce displays the username of the default workflow user in the the Sending User field for email.
How to send and track Salesforce workflow email alerts?
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.
Where to find workflow parameters in Microsoft Office?
To view a list of organization-wide workflows, see Workflow types. Click System administration > Setup > Workflow > Workflow parameters. Select an email template from the list. The list will display email templates that were created when the Show system e-mails check box was marked in the E-mail templates form.
How to add workflow email alerts in propel?
If you are adding an Immediate Workflow Action, click Add Workflow Action in that section and select New Email Alert. Proceed to Step 3. If you are adding a Time Dependent Workflow Action, click Add Time Trigger. Set the time that the rule will re-evaluate the record to see if the criteria still exists to run the rule.