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Alex Schutte
Send Welcome Email not working in new Salesforce Customer Community
We just upgraded/migrated our Customer Portal to the new Customer Communities platform (but kept the Customer Portal licenses and did not migrate to new Communities licenses) and now when we create a new Community User the Welcome email is not sending at all - regardless of whether or not you check "Generate new password and notify user immediately" or not - have tried both ways on initial creation and either way it does not send the welcome email.
In the Manage Communities Setup option we do have "Send welcome email" checked and created a new email template to be used with it. The template is active and Available for Use. All of the Portal Profiles and permissions have been given access to the new Community.
When I first Published the new Community I did not have the Manage Communities Setup option "Send welcome email" checked because I didn't want to blow up all the existing Users' inbox. We were already sending an email to customers announcing the upgraded Community. But then once it was Published and the new email template was created the setting was checked back to "Send welcome email".
What does work is after you create the new user and leave "Send welcome email" unchecked, Save it. Then go back and click 'Edit' and now check "Send welcome email". That will then send the email template set for the 'Forgot Password' and 'Change Password' options in the Manage Communities Setup options.
And apparently, SFDC changed how they treat these emails from Portal to Communities, but does not mention this in any documentation. In Portals an auto-generated password used to be contained directly in the email template, inserted at the bottom.
Now, in the new Communities, that auto-generated password is no longer included, but they changed how they do this for security reasons (winter 14 release update apparently) and instead of sending a username and password in the email they now send a special link that allows people to click and change their password.
The trick is that your forgot your password email template needs to include this special merge field (undocumented anywhere by SFDC from what I found):
{!Community_Url}
If you include that it will be replaced with a special url that allows the user to change their password and logs them in. Thread where I first found this out: http://salesforce.stackexchange.com/questions/17887/communities-forgot-password-emails
This is being successfully included in the 'Forgot Password' and 'Change Password' email templates that were created. So when I go back to the newly created User and click 'Edit' and now check "Send welcome email", it does send the email template set for the 'Forgot Password' and 'Change Password' options to the new user and they are able to get in after setting their password.
Any ideas or help you can provide??
Thanks,
Alex
In the Manage Communities Setup option we do have "Send welcome email" checked and created a new email template to be used with it. The template is active and Available for Use. All of the Portal Profiles and permissions have been given access to the new Community.
When I first Published the new Community I did not have the Manage Communities Setup option "Send welcome email" checked because I didn't want to blow up all the existing Users' inbox. We were already sending an email to customers announcing the upgraded Community. But then once it was Published and the new email template was created the setting was checked back to "Send welcome email".
What does work is after you create the new user and leave "Send welcome email" unchecked, Save it. Then go back and click 'Edit' and now check "Send welcome email". That will then send the email template set for the 'Forgot Password' and 'Change Password' options in the Manage Communities Setup options.
And apparently, SFDC changed how they treat these emails from Portal to Communities, but does not mention this in any documentation. In Portals an auto-generated password used to be contained directly in the email template, inserted at the bottom.
Now, in the new Communities, that auto-generated password is no longer included, but they changed how they do this for security reasons (winter 14 release update apparently) and instead of sending a username and password in the email they now send a special link that allows people to click and change their password.
The trick is that your forgot your password email template needs to include this special merge field (undocumented anywhere by SFDC from what I found):
{!Community_Url}
If you include that it will be replaced with a special url that allows the user to change their password and logs them in. Thread where I first found this out: http://salesforce.stackexchange.com/questions/17887/communities-forgot-password-emails
This is being successfully included in the 'Forgot Password' and 'Change Password' email templates that were created. So when I go back to the newly created User and click 'Edit' and now check "Send welcome email", it does send the email template set for the 'Forgot Password' and 'Change Password' options to the new user and they are able to get in after setting their password.
Any ideas or help you can provide??
Thanks,
Alex
Have you added the User's Profile to the Available profiles in Community settings? This can be one step missing.
OR
The mail will defenitely be in Junk Folder.
I often anyone of the above when I add user to a community.
Defenitely the welcome email will be sent.
Please let me know if this helps.
Thanks,
Raghu
Thanks,
Alex
I think we are missing something fundamental here.
I always recieve emails either in inbox or junk. Reset passwords are always recieved in my Inbox.
So, let me research more and get back to you.
Meanwhile could you please create a developer instance, set up demo cummunity and add users to it. Please use the same email IDs that you are using now where emails are not getting generated. So we will come to know if there is a problem only for those who migrated from Portal to communities.
Alternatively, I will also do my research and get back to you soon.
Regards,
Raghu
Did you figure it out?
Thanks!
I'm facing the similar issue with the visualforce email template. Whenever I'm referencing the field on the User fields, the email is not getting delivered to the recipient.
Thanks!
AJ
It is working absoultey fine except a link to reset the password is not working even if using {!$Network.NetworkUrlForUserEmails} merge field as @Ranu Agarwal iBirds said.
But it seems that is merge field only works if the email is triggered from inside the community.
Do anyone have any possible solutions as to how can I use the reset passowrd link in my email ?
Note: I am sending the email from a batch class and using a custom welcome email template.
Thanks in Advance,
Kushal
Is anyone able to answer the question above? I've got the same issue.
Thanks.
After that, all works for me.
https://help.salesforce.com/s/articleView?id=000332265&type=1
https://help.salesforce.com/s/articleView?id=sf.networks_customize_email.htm&type=5