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Joseph Giordano
Can email to salesforce accept updates to fields, for example to change the type tsk10=Meeting
So I'm using the email to salesforce functionality to log a call to accounts and opportunities. I want to change certain fields on submission like the type field with something like tsk10=meeting. This functionality is available when using the URL post, Is it possible with the email to functionalit.
In Salesforce you can use Process Builder when field is changed you can send an Email Alert to the selected users.
In Process Builder:
1. Select the Object on which you want to perform the action.
i. Add Criteria Select "When a record is created or edited"
2. In Criteria Section select "Formula Evalutes to True"
and select "ISCHANGED" function select the fields which you want to get alert.
3. In Immediate Actions select "Email Alerts"
Thanks,
Murali
You can Workflow Rules also to trigger Email when field is Changed.
1. Select "Formula Evaluates to True"
and write ISCHANGED(field Name) and you define you criteria.
If you select "Created and Every time it's edited", if the field is changed every time then email is tirggered.
if you select "Created and any time it's edited to subsequently meet Criteria" if you change the record and meets the criteria only, then email will be triggered.
If you select "Created" at the time of creation only the email will be triggered.
PLease let us know if this will help you
Thanks,
Murali