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Pushkar Gupta
Hello all, i have a question regarding the process builder.
when a user updates another user record .an email should go to real opp owner that this user has updated your record. plz help me with this.
First Create an Email Template (Setup-->Classic Email Templates)and click new then, select the type as text.Then add the Email Body with the following Code
- Please Ensure that the 'available for use' check box is selected.
Then create an Email alert (Setup--> Email alerts-->New Email Alert)- Then the names of the alert.
- Select the object where you plan to implement this.
- In Email Template checklist ,select the email template you created.
- In Receipent Type box, select as the 'record owner'and Save
Finally we create the process with the process builder.- Select 'The process starts when*' with 'when record changes' give proper name for process.
- Then add object you wish to implement(this should be same as selected in email alert).
Add criteria- In immediate action select 'Email alerts' and select the email alert you created.
- Activate the flow.
- Check and verify the results.
In case of more queries you can reach me at : sachinpsamsalesforce@gmail.comRegards,
Sachin P Sam
All Answers
- Create Email Alert ,with receipt type as record owner.
- Finally Create the Process using Process Builder ,with the following Criteria,and call the email alert created.
Sachin P SamRegards,
First Create an Email Template (Setup-->Classic Email Templates)and click new then, select the type as text.Then add the Email Body with the following Code
- Please Ensure that the 'available for use' check box is selected.
Then create an Email alert (Setup--> Email alerts-->New Email Alert)- Then the names of the alert.
- Select the object where you plan to implement this.
- In Email Template checklist ,select the email template you created.
- In Receipent Type box, select as the 'record owner'and Save
Finally we create the process with the process builder.- Select 'The process starts when*' with 'when record changes' give proper name for process.
- Then add object you wish to implement(this should be same as selected in email alert).
Add criteria- In immediate action select 'Email alerts' and select the email alert you created.
- Activate the flow.
- Check and verify the results.
In case of more queries you can reach me at : sachinpsamsalesforce@gmail.comRegards,
Sachin P Sam