There is a buton on the records of both objects that says "Send Email", the url of the link behind this button contains a specific template, so the email template is chosen automatically.
Problem 1: Right now my Process Builder should when an Email Message is created and the template ID equals XxXx AND the ID of the related Candidate record should start with "a09". The logic of the criteria seems to be sound. When this occurs, a checkbox on the related Candidate record should be checked. I can build this process, but it doesn't work and just doesn't fire, so matter how many emails I send. When I open the email message from the activity history, it obviously matches all my criteria.
Problem 2: I cannot find the relationship between an Email Message and a Contact. My understanding is that Email Messages primarily related to Cases and it can be related to Candidates because it's a custom object. Yet we can send emails to Contacts. How should I create a Process Builder for Contact upon when an email is send?
The Schema Builder is not showing me relations between Email Message and Task or Activity or Contact. I'm curious to hear your solutions: how should I build Process Builders to update fields on Contact and Candidate objects when an email is sent to these people?
5 Antworten
Hi Sarah and Paulien,
Did either of you come up with a solution? When I use a Task object for my process builder, I am having trouble checking if an email is being sent out. What fields of the Task should I be checking for in my Criteria?
