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neta montiano
Sending an email only when field is updated - Process builder
Hey
I have a question about the conditions for sending an email alert.
What are the Conditions That I should do when the field is updated and only then the customer receives an email.
"When "Driving License Number" field (text type) is updated in the Contact object, an Email should be sent"
THANK YOU SO MUCH
I have a question about the conditions for sending an email alert.
What are the Conditions That I should do when the field is updated and only then the customer receives an email.
"When "Driving License Number" field (text type) is updated in the Contact object, an Email should be sent"
THANK YOU SO MUCH
Select 'Formula evaluates to true' in process builder and try below formula Thanks,
All Answers
You can use process builder or workflow rule to trigger email whenever field is updated.
Check below examples.
https://trailhead.salesforce.com/content/learn/modules/business_process_automation/process_builder
https://help.mypurecloud.com/articles/use-process-builder-to-route-salesforce-emails/
https://automationchampion.com/tag/send-an-email-process-builder/
Please mark as Best Answer if above information was helpful.
Thanks,
The option "equal" - "Boolean" does not show. Maybe because the field is a text type?
So I tried to do this:
Operator: Equals
Type: is changed
Value: true
but it didn't work out :(
Select 'Formula evaluates to true' in process builder and try below formula Thanks,
We can't save this record because the “Car Process” process failed. Give your Salesforce admin these details. We were unable to process the email template. Error Message: core.email.template.TemplateRenderingException: We don't recognize the field prefix Recipient. Associate a record that matches the prefix or update the template to remove the merge field from the body, subject, or letterhead. Error ID: 2058668558-2800 (-173753846)
https://help.salesforce.com/articleView?id=000315799&type=1&mode=1
https://salesforce.stackexchange.com/questions/323475/merge-field-not-working-in-lightning-email-template
Thanks,
"Dear {{{Recipient.FirstName}}}, on {{{Recipient.CreatedDate}}}, Driver's license number has been updated to the following number: {{{Recipient.Driving_License_Number__c}}}"
do you see any problem with that? thanks.