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KRamaKRama 

Email Alert does not show the email templates

Hi

 

I have created few email templates. I am trying to set up an work flow so that when the status is changed an email is sent to that contact. I am facing few problems in this

 

  1. When creating email alerts the templates that I have created is not visible
  2. I am updating staus on custom object that is related to the contact object . I would like to send the email to the related contact. Is this possible with the workflow feature?
  3. Is there any other way this can be accomplished?

thanks

KD

shillyershillyer

1. Is the email template active? Make sure Available for Use is checked.

 

2. Yes - take a look at the doc - under Step 3e, use Related Contact.

 

3. You could use a trigger and sendEmail, but workflow is easier.

 

Hope that helps,

Sati