-
Generating leads and automated emails
When using a web-to-lead form, is it possible to send an automatic email with attachements only after the lead has been created and sent to a queue (through lead assignment process)?
-
This discussion was modified 4 years, 6 months ago by
Henrieta Hauth.
-
This discussion was modified 4 years, 6 months ago by
-
3 Replies
-
Hi Henrieta,
You can make use of Process Builder/Flow to send email when lead is created with source web.
If you want to add attachment then you need invoke an apex action that have id of uploaded file as pdf.Please refer below links
Sending an email with attachment using Process Builder in Salesforce. | LinkedIn -
n Salesforce - how do I write a query that shows me all the leads created today (which are different from leads whose status is "new" and whose checkbox field (named Temp_C) is checked?Where can this query be run and viewed?
-
Ok thanks
Log In to reply.
Popular Salesforce Blogs
Salesforce Product : Sales Cloud
Salesforce: Sales Cloud Overview Sales Cloud is a part of CRM and a product of Salesforce which is mainly created for salespeople because it's such…
Introducing Screen Flow in Salesforce
In this Blog, we will learn about Screen Flows. As we all know, flow is an automation tool provided by Salesforce which can be used…
Why Salesforce has become #1 CRM?
In 2017, International Data Corporation (IDC) in its latest Worldwide Semiannual Software Tracker named Salesforce the #1 CRM provider. Notably, it’s the fourth time Salesforce…
Popular Salesforce Videos
Top 6 Products by Salesforce Marketing Cloud
Salesforce is largely regarded as the most influential Salesforce automation and cloud CRM vendor, having popularized the SaaS model and, in the process, disrupted the…
After Triggers | Trigger in Salesforce - Part 2
In this video, we are going to look into - After Trigger with Example, Our Scenario is - For After Insert Whenever my account record…
Salesforce For Beginners - Create Lookup , Master-Detail Relationship and Rollup Summary
Salesforce Administration tutorial which demonstrates how to create Lookup Relationship, Master-Detail Relationship and Rollups . Things to be learned from the video : How to…
