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Automated Workflows to Send Alerts to Contacts
Just as automated workflows can be used to send alerts to Users, I would like to automate alerts (email templates) to Contacts.
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reinout@cronos.be 10/09/06 |
I desperately need that one as well... |
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Bobcat 10/11/06 |
This would be uselful for us as well. We have a status on cases, called "Waiting On Customer" we would like to be able to have the ability to send them an email after X amount of time using an email template to remind them to respond to us. |
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jgreene 10/11/06 |
I just commented on another idea that was kind of similar to this, but let me add my 2 cents to this request as well: I want to be able to grab the recipient's email address out of *any* field (or related object's field) on the object that triggered the alert. The alert recipient should not just be a static user, the way it is now. That's not very useful. For example, let's say I have a "software license" object which has a lookup relationship to "contact." The workflow rule would be triggered when the license is about to expire. Or when someone changes a value on the license. Now here's the key: the alert is not sent to a particular user. The alert is sent to *the license's contact's email address*. Or the license's contact's "Email 2" field. It should be configurable to use any reasonably related field. So really you need 2 enhancements in 1 here, you need the ability to send the alert to an arbitrary field, plus you need the ability to reference fields in related objects (which everyone keeps asking for, in all different areas of the application, so I hope that's high on the SFDC priority list). |
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OSJMgr 10/15/06 |
Hopefully Salesforce will impliment this feature. It would save our company a lot of time in selecting email templates and clicking send. |
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melbrien 10/19/06 |
We have a need for this feature too. For us, we want to use this feature for Leads. We receive a large quantity of Leads on a daily basis. There are not enough Reps to call them all in the timeframe we would like. In order to keep the Lead hot, we would like the ability to set some criteria and automatically send an email (template) to these Leads. For example, if a Lead is still in an Open status after a week, send this person an email with more product information or how they can contact us for further questions. Then, if these leads are still in an Open status after 2 weeks, maybe send a 2nd follow up email. Of course, we would need the ability to set parameters around who to email - based on create date, lead status, lead source... GREAT suggestion. I have been trying to find a way to do this for months. |
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nkw 10/24/06 |
We need this for our organization. To send win-loss analysis surveys to contacts when an opportunity is Closed. |
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OSJMgr 12/13/06 |
. |
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rak8k 01/30/07 |
I agree - it would save a lot of time everyday when customers need to be notified about backorders. Currently we have one user who goes in and clicks "Send An E-mail" on each of the cases, picks a template and sends the e-mail. It would cut out all of that if the e-mail could automatically be sent as soon as the case was created. |
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anyh00 04/04/07 |
This would be very useful to facilitate some workflow notifications we have built. It is very important we find a way to automate this and right now, because it leverages static email addresses, it is very difficult to achieve this... |
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JoeH 04/05/07 |
We need to send emails out to the customers with their login id and password one week before the date in the "Start Date" field on a custom object. Adding the ability to blast an email merge template to an external email address in the list of workflow actions would take a lot of work off of our staff and make me a hero. |
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LogoJon 04/13/07 |
We purchased ExactTarget for our Email Marketing. Besides the ability to send emails based off reports in SFDC, they will soon be launching an integration with workflows in SFDC. This opens the door for transactional emails based off workflows in SF. It would be nice if this was available in Salesforce without the need of purchasing ExactTarget, especially now that we can set up Email Relay. |
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MrD 04/23/07 |
We would like to have this ability to automatically send confirmation notices to customers when installations are completed. We could also include an email alias as a static address on the alert so that we would have a record of the email being sent, we need this for SOX issues. |
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Gabe 04/27/07 |
Yes, please do consider implementing this. We've run into a need for this twice this week alone - for automated follow-up to contacts based on a change in case status (to "escalated" - we want to automatically inform customers when cases have been escalated), then again to send to new leads based on account owner. (We can't use auto-reply for leads since we create leads via API, and the standard auto-responses won't work when you create leads via the API - so we have our own custom-coded auto-responder for that scenario.) Thanks! |
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RoyArt 04/27/07 |
I emphatically echo Gabe's remarks. Thanks for your consideration! |
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bfunk3778 05/08/07 |
Merged Idea
originally posted 12/14/06
Automatic Outbound Emails to Contacts using Workflow
I would love the ability to send outbound emails using a workflow to a Contact associated with an object.
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OSJMgr 05/08/07 |
Merged Comment originally posted 12/16/06 |
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hudini 05/08/07 |
Merged Comment
originally posted 01/18/07
there is an app that does this already - time based workflow
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mforce 05/08/07 |
Merged Comment
originally posted 01/22/07
hudini - Time Based Workflow does not address emails to contacts. The only way to currently provide this functionality to to create your own polling app that would send emails externally from SFDC.
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Rajaram 06/08/07 |
Changed status to Coming in Summer 07. |
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andy@enterprisecrm.com 06/14/07 |
Merged Idea
originally posted 10/19/06
Workflow - send email alerts to dynamically assigned recipients
Current functionality allows you to send email alerts to fixed lists of recipients - such as Users, Public Group members, Roles, Owners, Account Owners etc.
It would be really useful to be able to send emails to an address that is held either a) on the record triggering the workflow alert itself, b) on a parent (eg. where the record triggering the workflow hangs off a contact) or c) on a child (eg. a related list of email recipients such as an Interested Parties custom object underneath a Case). |
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PerGeert 06/14/07 |
Merged Comment
originally posted 10/22/06
Agree, and I think it also has to do with my suggestion of making the workflow action conditional.
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dgildar 06/14/07 |
Merged Comment
originally posted 10/27/06
I absolutely agree with the need for dynamic, conditional workflows, that can send emails to dynamically assigned recipient conditioned on data in parent record, and/or triggered conditionally based on data in parent record. Without these capabilities Workflows have very limited value.
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jelling 06/14/07 |
Merged Comment
originally posted 10/30/06
This would be great. Perhaps we can do this with Apex?
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HRearden 06/14/07 |
Merged Comment
originally posted 11/11/06
This is ingenious, and would be wonderful looking to add a little automation into a dynamic support environment.
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Kramer 06/14/07 |
Merged Comment
originally posted 11/29/06
Agree. Specifically, we have several people that have a different degree of "ownership" of accounts at different times, but there is only one true Account Owner in sfdc. We use lookup fields to track the other relationships (Account Manager, Project Manager, etc.). We'd love to be able to send alerts to these other people based on workflow rules.
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RK 06/14/07 |
Merged Comment
originally posted 02/06/07
To echo what some of the other commenter's have mentioned - I want to kick a work flow rule off of an update to a contact record. Unfortunately, the person that I want the workflow notification to go to is not the contact owner or the account owner - I want it to go to a junior partner of the contact owner. I currently have a lookup field on the contact owner's record indicating who their junior partner is, but I have no way to tell the workflow alert/task to go to this related object.
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Variable 06/14/07 |
Merged Comment
originally posted 04/09/07
This is exactly what we require. Workflow rules are great but not being able to send to individuals is causing lots of problems with our system. We are spamming our engineers as we have to send it to all of them instead of just the desired engineer.
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AlexCRMmanager 06/14/07 |
Merged Comment
originally posted 04/18/07
This is a huge limitation with Workflow rules. We need to be able to send e-mail alerts to any e-mail address that can be accessed through a lookup field on an object. For instance, if I have a lookup field to Contacts, I should be able to send an e-mail alert to the contact identified in that field through a Workflow Email Alert.
This should NOT be hard for Salesforce.com to implement. |
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Rajaram 06/14/07 |
Merged Comment
originally posted 06/08/07
Changed status to Coming in Summer 07.
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Kringo 06/14/07 |
Merged Comment
originally posted 06/14/07
It would add an extensive amount of value if workflow actions could be sent to the User who is filled in as a field value in a User Look-Up Field.
We have a number of Custom Objects that we "assign" to Users after the record has been created. An example of this is a Sales Person creates a record from a custom object for a demo. This record is then viewed by a Demo Manager and assigned to a member of their staff by inserting the name of the "assignee" in a user Look-Up field. It would be a great help if the name of that user look-up field could be selected as one of the Alert recipients. This would allow us to include the "assignee" in Alerts without switching the record owner (which is not needed or desirable) to a new user. |
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LogoJon 06/14/07 |
Merged Comment
originally posted 06/14/07
Good call. This idea has been posted. Please promote it.
http://ideas.salesforce.com/article/show/66208/Assign_Workflow_Activities_to_... |
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Rajaram 06/14/07 |
Merged Comment
originally posted 06/14/07
Changed status to Coming in Summer 07.
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Rajaram 06/14/07 |
Merged Comment
originally posted 06/14/07
Summer '07 will support email alerts to related contacts, users via lookup fields as well as alerts to any Email type of field.
I am merging this idea with http://ideas.salesforce.com/article/show/26226 |
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Ledi 06/14/07 |
Merged Comment
originally posted 06/14/07
Ability to send notifications to Contacts via workflow. A possible scenario is:
When assets related to a contact or Account are due for renewal, send an email template notification to the contact related to that asset or assigned by the Account to renew assets. There is no easy way today to send mass emails to contacts to remind them an asset is due for renewal. |
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RK 06/14/07 |
Merged Comment
originally posted 06/14/07
I'll throw out another example...
A birthday greeting on the day of the birthday of the contact.... |
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LogoJon 06/14/07 |
Merged Comment
originally posted 06/14/07
This is huge. I believe this idea is all over the exchange.
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mcarroll11 06/14/07 |
Merged Comment
originally posted 06/14/07
Yes a birthday greeting is a must!
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Leyna 06/14/07 |
Merged Comment
originally posted 06/14/07
This would be a huge timesaver for us and also make our Clients quite happy.
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Rajaram 06/14/07 |
Merged Comment
originally posted 06/14/07
Changed status to Coming in Summer 07.
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Rajaram 06/14/07 |
Merged Comment
originally posted 06/14/07
Summer '07 will support email alerts to related contacts, users via lookup fields as well as alerts to any Email type of field.
I am merging this idea with http://ideas.salesforce.com/article/show/26226 |
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Caminero 06/14/07 |
Merged Idea
originally posted 04/18/07
Workflow Alert Edit - New Recipient Type: Fiels of User
Certain Work Flow alerts interests to send them to a certain user (for example “Account Owner”) and additionally to a user associated to he himself (for example “Delegated Approver” of the user “Account Owner”).
I propose to have “Recipient Type” additional “Account Owner Fields”, “Owner Fiels”, etc. In the example, with a “Recipient Type” = “additional “Account Owner Fields” to be able to select “Account Owner/Delegated Approver”. |
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Rajaram 06/14/07 |
Merged Comment
originally posted 06/08/07
Changed status to Coming in Summer 07.
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jaded 06/14/07 |
Merged Idea
originally posted 02/27/07
Improve Workflow and Offer Messages to LEads/Contacts
Subject:
Workflow Improvement Description: It would be nice if Workflow notifications could go to contacts or leads and you could additionally CC other Users in the organization. This way you could do something like automatically send an email when the account owner is changed to let them know they have a new rep, or something. |
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LogoJon 06/15/07 |
Salesforce is providing transactional email capabilities?! This is great! For us it is essential that they include the capability to send these emails to contact roles on an Opportunity as it is a change of the Opportunity stage that sends an email to the customer. |
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PatrickPlawner 07/02/07 |
Need it too !!! I mean.... Why any basic CRM would not even provide this very basic feature ???? Tell you the truth, we had known this, it would have seriously put in doubts the CRM quality level of SalesForce. |
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Maruchi 07/05/07 |
Not only Contacts but also Leads! |
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06/30/2007_15:08 08/02/07 |
I tested the preview release and was able to send out an automated e-mail to Leads. This e-mail was not recorded in the Activivity History so there is no chance to know whether an e-mail was sent or not. It's really a 'must-have' to get all e-mails documented in the activity history. |
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stcroix 11/26/07 |
The top of this page reports "this feature has been released!" Is there an Answer/Solution window to this discussion topic page "Automated Workflows to Send Alerts to Contacts" which directs us to THE, or potential solution to this dilemma? Based on the opening topic, it would be very helpful to have a "Possible Solutions" window displaying Support/User Guide Keywords, SF tools or methods towards applying & testing this feature. |
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borisbudeck 11/28/07 |
Alerts to contacts are pssoble but you can only assign one template for those email notifications. We face the problme that 50% of our customers want to receive german mail notifications and the rest need to get english email notifications. I would like to define a formula/rule to select the correct template upon a langugae field in the related contact setup. |
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borisbudeck 11/28/07 |
Alerts to contacts are possible but you can only assign one template for those email notifications. We face the problem that 50% of our customers want to receive german mail notifications and the rest need to get english email notifications. I would like to define a formula/rule to select the correct template upon a langugae field in the related contact setup. |
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efonseca 11/30/07 |
I've just implemented a few email workflow rules within our organization and they work great. The only suggestions I have are that we have the option to designate who the email is sent from, not just who triggers the workflow and save the email activity whithin the lead/contact or whatever object. Thanks! |
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falkdal 12/12/07 |
Changed status to Delivered. |
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Nelliot 12/31/07 |
We would like to email the case contact when ownership changes. |
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Rajaram Jan 24 |
Nelliot, You should be able to do it by using a formula based rule. ISCHANGED(OwnerID) will be the rule and you can send notification to the case contact! Raja |
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jch1 Apr 22 |
As per stcroix, 11/26/07 - can anyone point me to how to actually do this... Thanks! |
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rachelpennig Jul 2 |
As per stcroix, 11/26/07 and jch1, 4/11/08 - what's the resolution here? I would like to create a workflow based on the time a case has been sitting in a certain status. The workflow would email the user in the ticket asking them to update us. If they do not respond to the email and the ticket is still sitting in the status one day later, we would automatically close the case. Awaiting a resolution :) |
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