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Faizan Ali 17Faizan Ali 17 

Workflow Rule Email Alert help!!

Hi, I am new to Salesforce.

I have this Email Alert setup as so:

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How would I create a workflow rule that will fire whenever an EVENT is created?

This is the step I am stuck on
AbhishekAbhishek (Salesforce Developers) 
https://propelplm.zendesk.com/hc/en-us/articles/360002807552-Configuring-Workflow-Rule-Email-Alerts-or-Notifications

Try the method mentioned above.

For further reference check here too (https://help.salesforce.com/articleView?id=000313053&type=1&mode=1).


Let me know if it helps you and close your query by marking it as solved so that it can help others in the future.

Thanks.
Greg CooganGreg Coogan
Hi Faizan,
This is more of an administrator question, not developer question, and probably should be asked in the Trailblazer community: https://trailblazers.salesforce.com/answers

Regardless, here's your answer:

You will want to create a Process in Process Builder that will run when an Event is created. Then fire the email alert from the Process.

This tutorial should help:
https://automationchampion.com/tag/send-an-email-process-builder/
Faizan Ali 17Faizan Ali 17
Yes I understand this but what will the Rule Criteria be? I am stuck on that. How will I check to see if an event is created so it can fire an email?
Greg CooganGreg Coogan
Yes, you want to create the Email Alert record. However, the ability to trigger the email alert when an Event is created must be accomplished using more than just an Email Alert. You need something like a Workflow Rule or Process created in Process Builder. Here is how you can use Process Builder to trigger the email on creation of an Event:

1. Create a Process in Process Builder for when a record changes
2. Choose Event object
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3. Choose the Email Alert action
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Abishek provided a link to a good tutorial on using the Workflow Rule approach, as well.