Send Email Notifications

Before you begin sending email notifications, ensure that email notifications are enabled for your application. For steps, see Disable or Enable Workflow Notifications in the Related Topics.

Here's how you can configure an email notification action as part of an object workflow:

  1. From the Application Composer overview page, select Object Workflows.

  2. Select Actions > Create.

  3. Select an Object and provide a meaningful Name for the object workflow.

  4. Define the trigger condition, and select Email Notification as the event action.

  5. On the Create Action: Email Notification page, provide a Name for the email notification action.

  6. Search for and select an existing email template, or create one.

    When you create a template, you specify action-related text and field tokens that are populated at runtime.

  7. Specify the recipient types.

See the Configure Object Workflows topic for an example of how to configure email notifications and email templates.

Specify Complex Notification by Email

To specify a complex email notification, where the email address is calculated rather than merely selected from a list or dynamically generated, you must define a field of type Formula to calculate the email address.

You can then use the Fields on record recipient type to select the user-defined field containing the formula.

For example, each time an opportunity is updated, you might want to send an email to notify a user saved in a user-defined object in Opportunity. You would do this by creating your own Formula text field on the Opportunity object to specify the user, then select this field using the Fields on record recipient type in the object workflow.

Troubleshoot Invalid Email Address Error

When you're creating a workflow and try to enter an email address that is different than the standard email domains, you may receive an "Invalid Email Address" message. For example, "test@dom-ain.com" has a special character after @ and can result in the error message "The value of the attribute Email Addresses is not valid".

Here's a workaround to create an object workflow with unusual email addresses:

Note: This workaround may not work for email addresses with _ after @. For example, "test@domain_xyz.com".
  1. In Application Composer, create a custom text field with the unusual email address value or values, separated by commas.

    See Define Fields and Text Fields.

  2. Create a new object workflow and in the Email Notification section, click Create.
  3. Provide a name for the action and select an email template.
  4. In the To Address section, click the Edit icon.
  5. Expand the Fields on Record section, select and move the field created in Step 1 from the list of available fields.
  6. Click Save.
  7. Continue with configuring the workflow as needed.

    See Configure Object Workflows.

  8. Test the workflow.