I have email to salesforce setup but when I go into my gmail to forward from an org wide email address to a email to salesforce email I am not getting the task to confirm the Gmail account, therefore I can not get the email forwarding to fully function.
Salesforce Emails Not Received By Mimecast
Hi All,
We are facing an issue where we have stopped receiving emails from salesforce altogether. We are using mimecast for email security filters and as per them they are not receiving any requests from salesforce so there is no error in the logs. Even the 'Test Deliverability' is not working. We have checked the IP whitelist and salesforce IPs are listed under that. Has anyone faced this issue or if you have any inputs please put it in the comments.
#Salesforceemails #Mimecast #Email
Thanks
Shivangi
Hi All!
I have been trying to send an email alert that would act as a notification for the primary contact on an Opportunity, when there are 3 months left until the opportunity close date (a renewal model).
I tried both with Flows and PB, but something seems to be missing and the alert is never received. The strange things is that I am not getting any errors, just no results.
Here's a summary of what I'm trying to achieve:
- When 3 months before close date are reached - get primary contact from Opportunity's Contact Roles.
- Send notification (email alert) to primary contact
- Create a follow up task 1 week from now assigned to opportunity owner (related to the opportunity that triggered the flow/process)
I believe this is best achieved using Flows, however I can't seem to make it work. Any suggestions about how to build my process will be highly appreciated!
Kind regards,
Andreana
Just FYI for anyone that might be interested to learn how I achieved this:
1. I created a Record triggered flow and then added a scheduled path where the process would start 90 days before the Opportunity Close Date (that's based on my requirements).
2. Next step was to get Opportunity contact roles where I chose to store all of them in a collection variable, but then specify fields and assign variables manually, where I add the IsPrimary and ContactId.
3. After that I created a decision with a Null check to make sure that there is primary contact role. Optionally here, if it is null, you could add an auto-launched subflow (which I did), that automatically adds contact roles to the Opportunity, or add any other default outcome for opportunities that don't have contact roles at all or haven't been assigned a primary one.
4. Next step is to get the primary contact where I specify the id and then store the email address in a text variable.
5. After this I send my email alert, and I should probably specify that the alert is using the email field rather than contact, or contact role. However, my lightning template is using the contact as the related entity type.
6. Optionally, as a last step I create a task (email subtype) to be logged under each opportunity so that the owner can see that the email alert was sent (this is in case you are not using any email integration and log activities manually).
There might be a better way of doing this, but I found out this way works for me and never failed so far to send the notification.
I hope this helps someone else too! :)
#Opportunity Contact Roles #Email Alerts #Email Notifications #Automation
Hello, how Partner Users can setup Email Notification settings and preferences (daily, weekly,...)?
Thanks
Giuseppe
Forum Ambassador
Hello,
By default they can do this when on their profile page in the experience site.
Thanks Tom
I have a requirement: If I send out an email from Salesforce using the Activities via an a Contact or Opportunity, when they reply back can that email automatically be related to the record the initial email was sent out (so want this to similar to case feed). How do I set it up? I have set up Email to Salesforce but I dont see the replies back in Salesforce? Any help would be appreciated.
Has anyone found a way to create email alerts on attachments?
My team would like to receive an email alert or notification of some kind when there is an attachment added to an opportunity.
I haven't been able to find a good solution for them other than to create a custom field that would need to be manually changed in some way (checked, date selected etc) which would then trigger a workflow email alert...
#Notes & Attachments #Email Alerts #Notifications #Email Notifications #Push Notifications #Sales Cloud
Hi Zeljka,
I think it is possible with Apex triggers.
https://developer.salesforce.com/forums/?id=906F0000000AevbIAC
Hi!
I'm not really getting any kind of notification when using salesforce...
If a case opens I only know about it if I go to cases.
If someone opens an email that has tracking I only find that out if I go and look at the contact activity.
I don't even get email notifications within salesforce if a client emails me.
Do I need to turn notifications on somewhere? Am I doing something wrong?
thanks in advance!
If the emails are being logged to your Salesforce org via Einstein Activity Capture, no since the emails are not technically being stored within Salesforce.
If the emails are being logged to your Salesforce org via email-to-case, yes and instructions on building this can be found at https://www.linkedin.com/pulse/enabling-custom-notifications-salesforce-incoming-arcos-huicochea
This was sent to some of our internal users but not all of them, and we are not yet sure if it went to any external users. We are trying to a) figure out exactly whom the email was sent to and b) ensure that going forward those emails are only sent to our community managers/moderators.
We believe it has to do with permission sets but are having some trouble answering those questions. Does anyone have recommendations on how to investigate this efficiently?
#Experience Cloud #Community Moderation #Moderation Rules #Email Notifications @* Experience Cloud *
Forum Ambassador
are you referring to content in below link?
also for email investigation, under set up || email logs.. try to generate email log for a timeframe and help check if any email got delivered
Hi,
My company implemented some automated notification emails, when a salesperson created a meeting report, some managers receive it too.
I need to remove someone from the list of recipients, how can I do that please?
Thanks for your help!
When you say "report" do you mean like a Scheduled or Subscribed Report? Or is a Meeting Report a record?
Can you check the ususual suspects; Flows, Process Builder, Workflow Rules?
Hi All,
I am looking to see if I can I can setup a reminder around Emails.When a user sends an email I want to be able for them to select a Checkbox that will give them a reminder/notification in 3 weeks. Also I'm not sure if Salesforce works this way but is it possible to send a notification if the Account replies to the specific email sent? If so how would this work?
Thanks
Forum Ambassador
Hmmm. I would think to do what you did.
Just make sure you are testing with the correct process active.
Try to find some help articles for this if you can, something like: https://help.salesforce.com/s/articleView?id=000334380&type=1