Send Email Alert through Salesforce Workflow Rule

Author - Navdeep Kaur
6.06.2018
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0 Comments
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Send Email Alert through Salesforce Workflow Rule

When user wants to send email on create/update of a record in salesforce, instead of writing custom apex code, we can use below existing flow to achieve that:

1. Go to Setup | Create | Workflows & Approvals | Workflow Rules:

Salesforce Workflow

2. Create New Rule:

Salesforce Workflow

3. Select the Object:

Salesforce Workflow

4. Set Evaluation Criteria: created and every time it’s edited [2ND OPTION]:
Set Rule Criteria: formula evaluates to true.

The formula to be used:

AND(
ISCHANGED(Lookup_Field__c),
NOT(ISBLANK(Lookup_Field__c))
)

Salesforce Workflow

5. Hit Save and Next.

6. From under Immediate Workflow Actions, click Add Workflow Action to select Email Alert:

Salesforce Workflow

7. Specify the Email Template:
From the Recipients section, select Related Contact (you may see after you select Field from the list above):

Salesforce Workflow

8. Save it.
9. Click Done.
10. Activate.

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