Send email alert when opportunity stage equals ‘closed lost’

emailemail-alertemail-templatenotificationworkflow

I have created an email alert, an email template and a workflow.

The workflow is Active, with the following rule (for testing):

Opportunity: Stage EQUALS Closed Lost

Evaluation criteria:

Evaluate the rule when a record is created, and every time it's edited

Email template is 'available for use'.
I have sent a test email and I receive the email.

Email Alert details:

EDIT:

Workflow rule:

When I change the status of an opportunity to 'Closed Lost' I don't receive an email alert. Have I missed something really obvious?

Best Answer

your issue is that you have created the email alert, but it is not used in any workflow rule. You need to add it to the field update as an immediate action.

On your third screen click edit and follow steps mentioned in the documentation:

Open a workflow rule.

In the Immediate Workflow Actions section, click Add Workflow Action.

Select one of the options to create an action or select an existing one.

Click "Add Workflow Action" and "Select Existing Action" and select your "Alert/notification when...." as "Email Alert"

In general, consider using Flows, as workflows and process builders are subject to retirement in a year or so by salesforce.

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I'm not totally sure why the recipient is not taking the owner field from the record. I set up a scenario where I have the following:

Selected Recipients

My Custom Object Owner

Then took the following actions

As User 1 set the owner to User 2 and saved record.
As User 1 change the status to Assigned and saved record
Received email with recipient.Name set to User 1 even though the record owner was User 2.

Perhaps I'm misunderstanding something about the usage of Owner in this scenario, but it isn't obvious to me. I expected the recipient.Name to come from the owner field.

You can get around it by using the relatedTo merge field.

<messaging:emailTemplate subject="Status of My Custom Object Changed" recipientType="User" relatedToType="My_Custom_Object__c">
<messaging:plainTextEmailBody >
Recipient Fields:
recipient.Name: {!recipient.Name},
recipient.FirstName: {!recipient.FirstName} 
recipient.LastName: {!recipient.LastName}

RelatedTo Fields:
relatedTo.Owner.Name: {!relatedTo.Owner.Name}
relatedTo.Owner.FirstName: {!relatedTo.Owner.FirstName}
relatedTo.Owner.LastName: {!relatedTo.Owner.LastName}

</messaging:plainTextEmailBody>
</messaging:emailTemplate>

[SalesForce] Workflow rule on opportunity to check account status (custom field) and update opportunity field status

step1:- Make the status field on Account of picklist type which has value cancelled or any other step2:-In workflow set rule criteria as ISPICKVAL(Account.Status__c , "Cancelled") step3:-set the stage field as close lost in field update

Regards

Ajay

Best Answer

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