Wednesday, December 14, 2016

How do I receive an email notification for a scheduled event?

1. We can send email notification to attendees(contacts or leads) and Owner for Event using salesforce standard functionality by following below steps.

a) Click on "New Event" button and fill all mandatory fields.
b) At this stage, on the screen we can not see the "Save & Send Update" button.

c) In order to see the "Save & Send Update" button we should select contact or lead record in "Name" field and click on "Add to Invitees" link beside to "Name" field lookup icon. If you click on "Add to Invitees" link without select contact or lead then you can not see the "Save & Send Update" button.


d) If you click on "Save & Send Update" button then email notification will go for attendees(contacts or leads) and Owner of Event. If you click on "Save" button then email notification will not go for attendees(contacts or leads) and Owner of Event.

We can not send reminder(like 1/2 hours or 1 Day before event occurs) email notification with  salesforce standard functionality. In order to achieve this functionality we should write time dependent Workflow Rule Email Alert.

Note: If "Allow Users to Relate Multiple Contacts to Tasks and Events" is enabled in your organization then you can add multiple contacts to tasks and events by using lookup icon.

Navigation to enable above permission:
Your Name | Setup | Customize | Activites | Activity Settings
                                           (OR)
Setup | Customize | Activites | Activity Settings
                                   
                                                Thank you for referring the post

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