I was recently working as a Salesforce administrator, and I received a requirement from the support team. They wanted to send an email to the support manager when a case is escalated. The email should contain details such as the case number, case subject, and the reason for escalating the case.
Before sending an email, we need to create an email alert, as this allows us to automate and streamline the process.
In this Salesforce tutorial, I will explain what an email alert is in Salesforce and how to create an email alert in Salesforce by using examples and step-by-step explanations.
What is Email Alert in Salesforce?
In Salesforce, an email alert is a type of automated action that sends an email to recipients (such as a user or group) when specific conditions are met within Salesforce.
It is commonly used in conjunction with workflow rules, approval processes, and process builders to notify users when specific records are created or updated.
Email Alerts help automate communication, ensuring important notifications are sent without manual intervention.
Create An Email Alert in Salesforce
In the steps below, I explain how to create an email alert in Salesforce, allowing us to automate the process of sending an email after any event occurs in Salesforce.
Prerequisite-
We need an email template to send an automated email through an email alert. Here, I created an email template and checked the ‘Available for Use’ checkbox.
- Navigate to Setup, go to the Home Page, search for Email Alerts in Quick Find, and click on them. Then click the Continue button to proceed.
- Click the New Email Alert button to create the email alert.
- In the Description, enter the information about the email alert so you can determine for which purpose it was created. It is also used to add email alerts in workflows, process builders, and Salesforce flows.
- The Unique Name will be automatically populated based on the description you entered and acts as the API.
- Choose the Object on which the records or events of this email alert will work.
- Click the lookup icon and select the email template you want to use when sending the email alert. Here, we selected a template that we created.