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Workflow Step 3
Send an Email
If you selected Send an Email under What action should be initiated for this workflow rule, you will be taken to the Email screen.
1) To add a new email, click Add New Email. To edit an email, click the email's Edit link. You will be taken to the Email page.
2) Complete the To, From, Name, Subject, and Body fields. The CC and Bcc fields are optional. For the To/CC/Bcc fields, you can use the Add new row link to send the email to more users or groups.
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Type |
Description |
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Owner |
The email will be sent to the user listed as the owner of the object. Leave the Recipient drop-down box blank. |
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Primary Contact |
The email will be sent to an external contact assigned as the primary contact. Leave the Recipient drop-down box blank. |
|
Group |
The email will be sent to all members of a group (e.g., Account Manager). Use the Recipient drop-down box to select the specific group. |
|
User |
The email will be sent to a user. Use the Recipient drop-down box to select the specific user. |
|
Team Member |
The email will be sent to users identified as Team Members. Use the Recipient drop-down box to select team member type you wish to receive the email. |
|
Share User |
The email will be sent to users who have been added to the object's share list. Leave the Recipient drop-down box blank. |
3) Click the Save & Close button when you're done assigning emails.
The From (a valid email address) and Name fields can be completed to make it appear the notification email is coming a particular user.
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