Email Alerts in Salesforce
Salesforce provides email alerts as a way to notify users when certain events or actions occur in the system. Email alerts can be set up for a variety of purposes, such as notifying a sales rep when a new lead is assigned to them or informing a customer service representative whe
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Here’s how to create an email alert in Salesforce:
- Navigate to Setup by clicking on the gear icon in the top right corner of the screen and selecting “Setup”.
- In the left sidebar, under “Platform Tools”, click on “Email”.
- Click on “Email Alerts”.
- Click on the “New Email Alert” button.
- Enter a name for the email alert and select the object that the email alert will be associated with.
- Under “Email Information”, enter the email address or addresses that the alert should be sent to. You can also customize the subject and body of the email.
- Under “Set Filter Conditions”, specify the criteria that must be met for the email alert to be triggered. For example, you might set up an email alert to notify a sales rep when a new lead is assigned to them, so you would set the filter condition to trigger the alert when the “Assigned To” field on the lead record is set to that sales rep’s name.
- Click “Save” to save the email alert.
Once the email alert has been created, it will be triggered whenever the specified criteria are met. For example, if you set up an email alert to notify a sales rep when a new lead is assigned to them, the rep will receive an email as soon as a lead is assigned to them that meets
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