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#Email17 discussing

Hello, 

 

Gmail was logging emails to Salesforce without issue until this last Monday.

  • I've disabled all extensions except SF and Lightening and it still gives this error.
  • I've cleared browser and Windows cache and still get the error.
  • I've rebooted several times and get this error.

Just before this error appears I'm asked to allow Gmail and SF to play nice (I don't remember the exact phrase).

 

I have been in the SF and lightening extension settings and looked for Gmail permissions to add SF and Lightening and cannot find a way to add them.
10 answers
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Hi everyone,

I have a client looking to integrate one Salesforce environment with another to enable seamless email-to-case functionality across both platforms. Their goal is to escalate cases from one environment to another while maintaining the same email thread.

Both companies will be using email-to-case and need to exchange case updates via email without generating new support requests. All email communications should remain within the existing case thread in each Salesforce instance.

Please let me know if this is possible. 

 

#Email  #Service Cloud

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Seeing a really weird issue here.

 

I have a custom object which isn't showing up as an option under "select field type" section of HTML email templates. When I use the "Send test and Verify" option I do see that object. I saw somewhere that we need to enable activity tracking but even that does not seem to help. Any ideas?
7 answers
  1. Oct 30, 2015, 5:50 PM
    Two things to cross check:

     

    1. There isn't another custom object in your org with the duplicate label.

     

    2. The Allow Activities checkbox is actually checked on the Custom object setup page.
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When you create an email alert it has a place where "You can enter up to five (5) email addresses to be notified.". What format are you supposed to enter them, or does it matter? For example should they each me on a new line or just have a comma or semicolon between them?
5 answers
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HYPERLINK formula does not seem to work in flow when referenced in a text template and used in the flow core action Send Email.  Steps to reproduce:  1. Create any kind of flow 2. Add a resource (formula) with this: HYPERLINK("https://google.com","Google Website") 3. Add a resource (text template) and reference the resource from step 2. 4. Add a Send Email flow core action and for the email body use the text template in step 3. Toggle Rich-Text-Formatted Body on and use {!$GlobalConstant.True} 5. Trigger the flow and check the email sent.   Desired result: Should get Google Website words hyperlinked.  Actual result: _HL_ENCODED_https://google.com_HL_Google Website_HL__blank_HL_

 

Do you have any similar use cases where you WERE able to hyperlink properly in Flow? #Flow #Email #Automation #Formula Field

3 answers
  1. Feb 10, 1:54 PM

    Solved this with HTML tags inside flow text variable: 

     

    '<a href=' + {!varT_CartLink} + ' ' + 'target="_self"' + '>Go to shopping cart</a>'

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I am brand new to MC and are just in the pre-implementation phase, exploring what the capabilities are. One of the things I have been trying to figure out is how to dynamically display the current year in our emails. I assume this needs to be done with something like AMP Script. I am a novice at AMP Script as well so would need some guidance. Could I use system date to pull in the year or would it have to be a custom field we add to a Data Extension? Any suggestions?
3 answers
  1. Feb 4, 2:03 PM

    For email templates being sent from Salesforce, I put the custom field on the User object, so that the field would be available as a Sender merge field for all objects.    

     

    Then your Salesforce "Email Templates" would use the merge field  {{{Sender.Current_Year__c}}} 

     

    And for the custom field I used the same formula as provided by 

    @Oskar Zhang

     TEXT(YEAR(TODAY()))  

     

    If using "Email Content" to send emails through Account Engagement, you have to use the system merge field  {{Current_Year}}   (with only 2 curly brackets). 

     

     

     when sending through Account Engagement. 

     

     

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I'm sending an email with a Messaging.SingleEmailMessage using a verified Org Wide Email Address.  

Also, I have Enable compliance with standard email security mechanisms and Enable Sender ID compliance but I'm still getting these emails in the SPAM folder 

The mail contains an Email Template (text) with one line of text and {Custom_Object__c.Link}

 

Gmail and Hotmail get it to the SPAM folder and the next warning

"Be careful with this message GMail could not verify that it actually came from xxxxxx.com. Avoid clicking links, downloading attachments, or replying with personal information."

Does anyone know if I'm missing something?

6 answers
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Hi,

 

I am working on setting up the Email quick action for my case and have a requirement to pre-populate the "To" field with all the contacts associated to the Account selected on the case. Cases are getting created through a custom API. 

 

what I have tried:

 

For the "To Recipient" field, use the JUNCTIONIDLIST(Case.ContactId). 

 

This works as expected when there is a single contact but in my case, there could be multiple contacts associated with an account and i need to display all of them. I was thinking of storing the list of all contact Ids in a custom field and pass that to the JunctionIdList formula but that does not seem to work and I get "Syntax Error" error. 

 

Any ideas on how could I construct the JUNCTIONIDLIST formula?

 

Thanks,

 

Navin
3 answers
  1. Aug 24, 2020, 5:41 PM
    I resolved this issue by getting the list of contacts for an account at the time of creating the case, dumping it into a custom field and then setting To Address' predefined value.. Bit of a merry go round but it works!!

     

    What I dont like about this workaround is that, it shows emails as unrelated contacts. Users have no issues with it but still looks ugly.. 

     

    Would have been great, if I could somehow created a list of contact Id (these are valid contacts), pass it to the JunctionIDLIST formula and then populate the "To Id". Dropping this idea for now but would be interested to see how others have solved this issue..

     

    Thanks
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I have an Approval Process. For first step I am not using any Email Template. But for second step I am using Custom Email Template. Now, How can I insert Approval Link in that Email Template. I have already used {!ApprovalRequest.External_URL} and {!ApprovalRequest.Internal_URL}, It throwing error as shown in image. It saying that, "already Responded" but it was not responded by anyone. I think, It giving link for First step of Approval Process when I use above merge fields. But I need for second step.

 

Is there any way to implement this ?

 

#Approval Process #Email #Classic Email Template #Email Template #Automation #Trailhead

4 answers
  1. Jan 22, 1:24 PM

    What I found is when I looked at the available fields under the Approval object had no Internal or External Links - however I still referenced them in the templates and the Approvals links did show up!

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I've been going over this for quite a while but can't find a way to make it happen, nor any related answers... so sharing the requirement in case others have had more luck?

 

When I click on the Send Email button from the Activity timeline/list on a record, I would like to automatically pull as attachments to the email all files related to that record (so the user doesn't have to search for them and attach them manually). Is there a way to do this?

 

Ideally I was looking for a way to customize the standard Send Email form... but not even from a custom screen Flow I can figure out how to do this.

 

Thanks in advance for any insights.
5 answers
  1. Jan 21, 8:38 PM

    4,5 years later searching for the same thing as Juan. After hours of research my conclusion is that there is no way to do this. Maybe rebuilding the whole email composer in an LWC, but I'm not considering that...

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