Click the Opportunities tab. Click the list view name —likely Recently Viewed—and select the To Be Acknowledged list view. This list view is filtered, by default, to any opportunity record with an Acknowledgment Status of To Be Acknowledged or Email Acknowledgment Not Sent.
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How do I send an email acknowledgment in Salesforce?
Then go to the actions menu, and select Email Acknowledgment. Selecting the email acknowledgment action will: Update the selected opportunity’s Acknowledgment Status field to Email Acknowledgment Now. Trigger an automation (what Salesforce calls a workflow rule) that will send the email.
What is the acknowledgment status in Salesforce?
Salesforce changes the Acknowledgment Status to Acknowledged for successful acknowledgments and also sets the Acknowledgment Date to the current date. Salesforce changes the Acknowledgment Status to Email Acknowledgment Not Sent to those records whose acknowledgments failed.
How can I check if my Salesforce test messages were received?
Salesforce sends a test message from all IP addresses to your business email address. Each test message specifies the IP address from which it was sent. 3. To make sure that you received all test messages, check your business email account. 4.
How do I email acknowledgement to my clients?
First, click on the Opportunities tab, and select the To Be Acknowledged list view. From the list, you can then select all opportunities using the checkbox on the header, or you can select specific opportunities. Last, click Email Acknowledgments. Clicking the button will:
Email an Acknowledgment for a Single Opportunity Record
NPSP includes a feature that helps you email an acknowledgement or thank you for an opportunity right from the app.
Email Acknowledgments for Multiple Opportunity Records
NPSP also supports sending acknowledgement emails for multiple opportunity records at once. First, click on the Opportunities tab, and select the To Be Acknowledged list view. From the list, you can then select all opportunities using the checkbox on the header, or you can select specific opportunities. Last, click Email Acknowledgments.
Create Printed Acknowledgment Letters
Sometimes email just isn’t a good replacement for a letter with a hand-written note. There are several different ways to create printed donation acknowledgment letters using Salesforce and NPSP, but they require a bit of extra time (and sometimes money), depending on your needs.
Follow-up Tasks and Activities
Sometimes you want to do more than just send a letter or email to thank a donor. Depending on your organizational best practices, you may want to create a task for another user at your organization (like your Executive Director) to call the donor and thank them personally or to do some other follow up task.
Quiz
1 How do you send an email acknowledgment for a single opportunity record?
How to check field level security?
To check field access: From Setup, enter Profiles in the Quick Find box, then click Profiles. Click the name of the Profile you want to set Field-Level Security for. In the Field-Level Security section, click View next to the Opportunity object.
Can you reference a field in Salesforce?
Unfortunately, you can’t reference fields from related objects. If you need to access a lookup field, such as Primary Contact, you need to create a formula field on the Opportunity, and then include the formula field in the email template. For more information, see Build a Formula Field in Salesforce Help & Training.
