Availability

Profile Permission Required: Users with Manage Workflow profile permission can access this feature.

1. Go to Setup > Automation > Workflow > Alerts.
2. In the Workflow Alerts page, click Create Alert.
3. In the New Workflow Alert page, do the following:
   • Enter a Name for the alert.
   • Select the Module from the drop-down list.
   • Browse for and associate an existing email template from the module's template folder. If you don't have the template, you can Create Templates.
     
   • Next, you have to enter the email addresses in the From and Reply to fields.
     
     
     Here you can choose one of these options in the drop-down list:
     
     • your account email address
     • organization email address
     • email address of the record owner
     • email address of the current user
     • other user's email address
   • Choose the recipients of the email. The Persons associated with the email are displayed.
     When you choose Roles/Groups, the email will be sent to the users that are part of the selected category.
     

To create a Workflow Alert - SMS

1. Go to Setup > Automation > Workflow Automation > Alerts.
2. In the Workflow Alerts page, click Create Alert.
3. In the Create New Alert page, do the following. 

• Enter a Name for the alert.
• Select the Module from the drop-down list.
• Browse for and associate an existing email template from the module's template folder. If you don't have the template, you can Create Templates.