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Kameron SmithKameron Smith 

Sending an email to client from a Custom Object Record


We have a custom object for check depsosits, when our clients send in a check, a new record is created with the check information and account it is supposed to be deposited into. We would like to have an email sent to the client once we have completed the record. It would be best that the email was not driven off of when the record is closed so that we avoid sending duplicate emails.

The best option we can think of is creating a button to send an email manually after the record has been completed. We would like for it to be automatic, but can't figure out how to do so without an email being sent each time the record is saved.

Any other recommendations?
Hi Kameron,

You probably want to take a look at Process Builder ( You can use it to send an email only when the criteria are met.

Yes, Workflow Rules or Process Builder will work. My suggestion is to have 2 actions take place when the criteria is initially met. You can create a checkbox that says "Email Sent" (or whatever name you want to give it). When the criteria is met (checkbox is false along with the other criteria to mark the record as completed), the two actions are:
  1. A field update to mark the new field to True
  2. An email alert that goes out to the client.
Hope this helps!