I m with a doubt with email, i have two objects an object call request where which request is related with an account.In the accounti have the email information, and in the"request" i have the fields that i need to write my email, so i create an email template where i bring the info from the object request, and now i want to send this email to contact in the account object.
And how do do a fluxe where it will send the email to my account with the information that i have in que other object.
Correct me if I'm wrong, the Email Address to which you want to send to is in the Account record and not in a Contact record associated to the Account, yes?
If so, using Standard Workflows, you only need to:
Create an Email field on your 'Request' object
Create a workflow that populates this new Email field equal to the Account Email Address upon creation/modification
Use this Email field to send an email.
Caveat: If the Email Address on the Account has changed, this won't fire off the workflow you created. You would need an Apex Trigger to achieve this.
Related
I'm using a certain SendGrid template for several different projects and am trying to find a way to stop emails from going out in some conditions, through SendGrid.
For example, lets say I'm passing SendGrid some parameters like:
{id, name, amount, date}
I want to stop that email from going out when i'm passing a certain id.
I know that I can change the email template i'm sending with conditionals using handlebars:
From here
But Can I actually stop the mail if some condition happens?
In my case, every time I send the id = 5
You can control the body of the email using Handlebar templating, but by that point, you have already told SendGrid to send email with the data you provided. You cannot stop the email from being sent from within Handlebars.
If you're using code to tell SendGrid to send these emails, you could check in your code if the id equals 5, and if so, do not send an email.
If you're using Single Sends to send an email to SendGrid Contacts, you could to store this id field as a custom field, and create a segment or update your existing segment to filter out the contact with that id.
In the last days, I have started to integrate DocuSign for SalesForce, and I have some questions and issues :
Can one define ahead and anchor the location for signature and other fields that the customer has to fill? So that our sales reps won't have to go through each document and plant the fields in the envelope, and instead it would be immediately ready to send?
Is it possible to define default Email sender as a Queue email/Department Email, and not the user email? Also, can the final email with the signed document be sent to the queue email?
Can I define the subject and the body of the email on Hebrew (it's a right to left language!)
Can I use in the email subject and body dynamic parameters from SF objects? Like from the opportunity or the account.
I did some tests, but the signed document doesn't show in the Document status section in the opportunity. What might be the reason for it?
Yes you can, you can set up a template with predefined tabs or anchor text depending on how you are using DocuSign here is the how-to: https://support.docusign.com/en/guides/ndse-user-guide-working-with-templates
That email address would need an account, personally I would not set it up that way, if the end goal is to get a copy of the final doc to that mail queue I would add that email address as a recipient (gets a copy)
you can set up custom languages for each recipient: start a new envelope, add recipients, in the Message to All Recipients, select Custom email and language for each recipient.here is the how to:https://support.docusign.com/en/guides/ndse-user-guide-recipient-language
Yes, custom buttons in Salesforce allow you to dynamically define the Subject and Email Message of an envelope using any field in the Salesforce object.
It sounds like your Connect for Salesforce may not be authenticated, look and see if it is for just one envelope or for all, perhaps disconnect and reconnect. DocuSign had a support article on this: https://support.docusign.com/articles/Why-aren-t-my-completed-envelopes-being-shown-in-Salesforce
I need to add an option in Prestashop(for instance by ticking a box) to send the confirmation order email to another email address, if it's a gift for instance.
I added an email field to my addresses table and forms, but I do not know how to get that value afterward and send the confirmation to the email input there, I tried adding a send::mail in PaymentModule.php, without success.
Do you have in workaround this problem ?
You can refer the validateOrder() function in PaymentModule.php classes as this function is responsible for creating the order and sending order confirmation email as well.
I would like to send an email through suitescript that has a sender of a generic email account from the company (accounting#xxx.com) without having to setup an Accounting User email or having that be an email on someone's employee record.
No.
The employee record doesn't require "access"(thus no user seat is consumed) so I'm not sure why it would matter having it setup.
If you REALLY wanted to avoid having that extra employee record around, you could create it, send the email, then delete it again... anytime you needed to send an email.
My system sends emails on behalf of my users (each user has customers).
When a customer replies to that email, it should reply to my app email instead so I can utilise the inbound parse functionality.
However, I want to display the user's email in the from/reply-to field. Is this possible?
from and reply-to are not the same thing. Send from the user's address in the from field, then use your app's email in the reply-to.