Now onwards, if a system administrator creates a new user, the Salesforce Flow will automatically trigger and send the Onboarding Email to new users. To test this out, create a new user via the UI. Once the user is created, the flow will automatically send a welcome email to them, as shown in the following screenshot:
Table of Contents
How do I send an email from Salesforce flow?
You can quickly send an email from Salesforce Flow using an email alert as an action. Email alerts are configured outside of the flow and contain the standard text, list of recipients, and template for an email. To send an email from a flow, you must create the email alert first.
How do I create and send an email to welcome?
Click Begin. In the Local panel, click Welcome. Click Create and select Email Message. Notice that for Create Email, Template is selected. We are using the template we created and saved in Unit 1, so click the Saved tab.
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How to send community welcome email to user through apex?
My correct question is “How to send Community Welcome email to user through Apex ?” You can try this using session id and create a url for the user and send back to the user to login https://<endpoint host>/secur/frontdoor.jsp?sid=<session id>” This particular feature is not very admin friendly (as you found out the hard way:).
How do I resend a welcome email in Salesforce community?
and came up with the following workaround:Create a permission set (Resend Community Welcome Email), it doesn’t need any further customization.Assign the user(s) you want to resend the welcome email to.In Experience > Admin > Email make sure welcome emails are on.More items…
What are Salesforce emails?
In Salesforce Classic and Lightning Experience, emails can be sent from standard objects such as Accounts, Contacts, Leads and from custom objects. It is also possible to send individual copies of emails to a group of people – this is called ‘Mass Email’ in Salesforce Classic and ‘List Emails’ in Lightning Experience.
What is automated welcome email?
A welcome email series is a sequence of emails that you automatically send people after they sign up for your email list. The moment after an opt-in is when your new subscriber is most excited. That makes a welcome email series your best chance to introduce yourself, show people how you can help — and even make a sale.
Does Salesforce have email templates?
In Salesforce Classic, you can create four different types of email templates: text, HTML with Classic Letterhead, custom, and Visualforce. All of these email templates can include text, merge fields, and attached files. You can create plain-text email templates to send to recipients who can’t read HTML email.
How do I receive emails in Salesforce?
Email to Salesforce lets users assign emails to leads, contacts, opportunities, and other specific records in Salesforce….Enable Email to Salesforce for Your UsersFrom Setup, enter Email to Salesforce in the Quick Find box, then select Email to Salesforce.Click Edit.Select Active.More items…
Why email is not sent from Salesforce?
If a single User is not receiving emails from Salesforce, it’s less likely to be an issue with the IP allowlisting. If IP addresses are blocked or filtered then several Users will have a problem receiving emails from the Salesforce application.
How do I create an automated welcome email?
To create an automated welcome email, follow these steps.On your account dashboard, click the Automations icon.Click Classic Automations.Click Welcome new subscribers.On the Single email tab, enter a campaign name and click the drop-down menu to choose an audience. … Click Begin.
What does a good welcome email look like?
A subject line that’s clear and engaging. Welcome emails perform best when they’re clearly identified, but make sure you also add a spark of interest to grab attention. To make welcome emails easy to identify in crowded inboxes, many marketers use the word “Welcome” right up front in the subject line.
How do I create a welcome email?
A welcome email should be short and sweet; 50-150 words should be more than enough. Aim to create a clear email design and place the most important information at the beginning of the email. Make sure you don’t try to sell hard. Keep in mind that the ultimate goal of welcome emails isn’t selling.
What are the 4 types of email templates that can be created in Salesforce?
In Salesforce Classic, you can create four different types of email templates: text, HTML with Classic Letterhead, custom, and Visualforce. All of these email templates can include text, merge fields, and attached files.
Where are my email templates in Salesforce?
Access Classic Email Templates If you don’t have permission to edit public templates, go to your personal settings. Enter Templates in the Quick Find box, then select Email Templates or My Templates—whichever one appears.
How do I customize email in Salesforce?
Customize the Email Address Change TemplateFrom Setup, enter All Experiences in the Quick Find box, and select All Experiences. … Select Administration, and then select Emails.Under Email Templates, click. … Under Email Templates, click. … Click Save. … To make customizations, edit the email template.
Create a Welcome Email
Now that you’ve built out the reusable email template, it’s time to build out NTO’s welcome email.
Update Content
Now add a preheader to your email to display text just after the subject line in an email client. A preheader isn’t required, but effective preheader text can increase the number of recipients who open your email.
Personalize Email
There are a few more modifications to make before you test this email.
Quiz
1 Why do some marketers choose to add a preheader when they create an email?
Automation Champion Approach (I-do)
While this can be solved using various automation tools like Apex or Process builder, we will use Salesforce Flow. You can quickly send an email from Salesforce Flow using an email alert as an action. Email alerts are configured outside of the flow and contain the standard text, list of recipients, and template for an email.
Guided Practice (We-do)
There are 6 steps to solve Warren’s business requirement using Salesforce Flow. We must:
Proof of Concept
Now onwards, if a system administrator creates a new user, the Salesforce Flow will automatically trigger and send the Onboarding Email to new users.
Independent Practice (You-do)
Automatically send an email to users, when a user account gets deactivated.
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Learning Objectives
Create A Welcome Email
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Now that you’ve built out the reusable email template, it’s time to build out NTO’s welcome email. 1. Launch the Trailhead Simulator. 2. Click Begin. 3. In the Local panel, click Welcome. 4. Click Create and select Email Message. Notice that for Create Email, Template is selected. 5. We are using the template we created and saved in Unit 1, so clic…
See more on trailhead.salesforce.com
Update Content
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Now add a preheader to your email to display text just after the subject line in an email client. A preheader isn’t required, but effective preheader text can increase the number of recipients who open your email. 1. In the Preheader field, enter Let’s get to know each other!, press Enter or Return, then click Save. 2. Hover over the content block below the NTO logo, then click Layout (C…
Personalize Email
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There are a few more modifications to make before you test this email. 1. Hover over the Button block, and when it turns gray, click it. 2. In the Content tab, click the Button Textfield. 3. Enter Latest News, press theEnter or Return key, then click Done Editing. 4. Click Done Editingagain. 5. Click Save. 6. Click the Contenttab. 7. Select and drag the Complete Your Profilecontent block t…
Resources
- Salesforce Help: Create Emails
- Video:Email Studio and Content Builder Overview
- Salesforce Developer: AMPscript Syntax Guide
- Trailhead: Code with AMPscript