Salesforce Advanced Administrator Certification Guide

Email alert actions

We have seen how to create an email alert in Chapter 6, Service Cloud Applications, when we dealt with entitlement processes—we created an email alert when case SLAs were hit.

We will create a new email alert to notify the user that the lead has not been contacted for two days (we'll be using time-dependent actions in the next sections), but for the moment we'll attach it as an immediate action on the same lead workflow.

First, create a new email template from Setup | Email | Classic Email Templates:

Email template example for an email alert action

Now let's create a new email alert action:

Email alert action example ...