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SAHG-SFDC Email notification to partners or the users
I am working on the below requirement where I want to investigate
1. Can we send a daily summary of leads that got assigned to the partner.
2. Can the partner user Opt-In/Opt-Out of lead notification messages.
3. How to send only one email when leads are uploaded in bulk.
1. Can we send a daily summary of leads that got assigned to the partner.
2. Can the partner user Opt-In/Opt-Out of lead notification messages.
3. How to send only one email when leads are uploaded in bulk.
So whenever you turn the custom setting off,the workflows wont trigger.
Its easy. we use it all the time for workflows and validation rules
All Answers
#1 you can use scheduled apex for this
#2 Create a public force.com site and use this as unsubscribe page. The unsubscribe link can pass some parameters into URL which can be used to identify the lead who clicked unsubscribe.
The controller should update a custom object that stores unsubscribed lead list.
Before mailing you have to check this list
#3 Add a csutom setting checkbox. In your logic where emails are scheduled check for the custom setting checkbox value
During bulk uploads turn this checkbox off
Thanks a lot for replying
I wanted to check where how the custom setting will help in my scenario, We use work flow for sending email, Here can I add custom settings and check if the checkbox is checked?
So whenever you turn the custom setting off,the workflows wont trigger.
Its easy. we use it all the time for workflows and validation rules
I have the schedulable apex for this completed and working, however, I am not getting more than 10 emails as governor limits
any suggestions?