How to edit workflow email templates

1. Click 'Setup' 

 

How_to_edit_workflow_email_templates_1.png

 

2. Click 'Create' 

 

How_to_edit_workflow_email_templates_2.png

 

3. Click 'Workflow & Approvals'

 

How_to_edit_workflow_email_templates_3.png

 

4. Click 'Email Alerts'

 

How_to_edit_workflow_email_templates_4.png

 

5. Click on the appropriate email template

 

How_to_edit_workflow_email_templates_5.png

 

6. Click 'Edit' 

 

How_to_edit_workflow_email_templates_6.png

 

7. Use merge fields to customize subject line and/or text

 

How_to_edit_workflow_email_templates_7.png

Have more questions? Submit a request

3 Comments

  • 0
    Avatar
    C Rhule

    What is the actual survey link to use? it is not easily ledgable on this very old screenshot. Also the email template view is completely different - Enterprise Edition of SFDC.

    The email template on the survey appears:

    Please complete this survey at: %SURVEY_URL%


    Surveys Made Easy by Timba Surveys
    http://survey.timbasoftware.com


    Are we supposed to use the Survey Unique name that appears in the email template in Salesforce?
    live example: SURVEY_a348E000000CcaFQAS

    or on the Timba application? design
    https://timbasurveys.cs87.visual.force.com/apex/SurveyPreview?id=a348E000000CcaFQAS

  • 0
    Avatar
    Matt Sutton

    How do you change the "From Email Address" that the surveys are sent from? 

     

    I can't see an email alert to edit the From Email, 

     

    Is it controlled by the Running User or the Template Author?

     

    Matt

  • 0
    Avatar
    Pierre Desjardins

    Can we use one of our email templates for this? Thanks.

Please sign in to leave a comment.
Powered by Zendesk