Hi I created an assignment rule to assign a case to the case queue when status=New , selected an email template so that it sends an email. But when I tested it, I did not receive any emails. The assignment rule is active and the email template is available for use.
When creating Case, there is a option to select the checkbox 'Assign using active assignment rules'.
We will be only able to get the email and case record assignment based upon the active assignment rule if we are selecting that option.
Related
I need to make validation rules like this:
Create a validation rule that displays an error message and prevents the user from creating or updating a contact if both conditions are true.
Create a validation rule:
Rule name: Contact_must_be_in_Account_ZIP_Code
Operator: AND (returns true if both conditions are true)
Define two error conditions:
The contact is associated with an account ID
Hint: use the ISBLANK and NOT functions.
The zip code for the contact's address is different than the zip code for account submissions.
Tip: Use the API names (MailingPostalCode and ShippingPostalCode) and the <> operator (Not equal to).
Enter an error message for the validation rule
?
I'm in training and I've tried everything to solve it but nothing worked
From last week, few of users in my org are facing an issue related to salesforce emails. When a user sends an correspondence on a case, at that time that user outlook email address is automatically defaults to cc'ing.
How I can stop automatically defaults user outlook email address into cc address ?
Thanks in advance!
Followed the following steps: Go to the Case object under Object Manager and then go to the Button/Actions, Search for the Email Action there and then remove CC from the predefined list of values
This problem occurring on random new users which gets on-board.
I followed steps mentioned by you and we have only To Recipients as predefined as seen in attached screenshot.
Whenever I assign a case to Queue, the users in that particular queue are not getting email notification, that the cases are allotted to them. I have checked the following:
In the support settings, send email notification when case owner is changed is checked.
In the deliverability, it is set to "All Email"
The user have the read/write permission to that particular record as well
Even after this, nothing seems to be working.
Can anyone help?
Have you checked the Queue's definition?
And if you use assignment rules - in each step you might want to specify the email template.
go to Setup > Process Automation Settings > Enable 'Send an email each time automation updates the same record' set to true
I'm need to create email in Sales Force with the recipient as a custom object rather than a User, Contact or Person. Unfortunately, it appears my client has created a custom object for the entity we need to contact.
I tried several methods in the UI and they have all ended up needing a User or Contact record to succeed.
I'm now using APEX code in a trigger, it also requires a User, but I have managed to get past that using this work around: Sending Emails in Salesforce to Non-Contacts Using Apex
Now I need to pass my custom object into the Email Template to get the merge fields from it.
I believe setWhatId is the correct approach, but it returns "Invalid entity type for whatId".
Not sure where to turn now....
In short, I have a custom object that is not a user or a contact, but it does have a related custom object with an email address field (also not user or contact).
I need to send an email to the email address recorded on the related custom object passing the custom object to the template to gain its merge fields.
Any help or guidance would be much appreciated. Can I even do this?
Best Regards,
Rod
From your comment and without knowing much more, the relationship traversal should look like this:
Contact c = [select id, Email from Contact where id=q.Client__r.Participant_Portal_Contact__r.id limit 1];
Assuming that the email address field is on a parent object you dont need to do this with code you can probably do this using a Visualforce Email template and the relatedTo set to the object with the details you want to use as merge fields. That way you can use it in workflow or process builder or flows without the need for code
We have been trying for a while to solve a Drupal Rules problem.
The situation is;
On every cron run we would like to check for Users who have a certain Role.
We will then send an email to those Users.
But we only want this email to go once.
We are thinking therefore that we will create a new custom/hidden User field called 'email sent'. Then the rule will;
EVENT: On every cron run
CONDITION: Check for Users who have the role AND have a null value in that field
ACTIONS: Send an email to the
users AND set the value of the user 'email sent field to 1.
We think this is possible but we can't see how you can set up a rule to do this.
Any help really appreciated
I think that you can resolve your problem via a custom module where create an action rule that set this fields. In situation like yours I follow this method. Search hook_rules_action_info().
Or if you use profile2 module you can see if there is a rule that can be set this value. I think that there is because Profile2 support Rules.
M.