Send Email After Each Form Entry is Captured

Please follow this guide If you would like to send an email every time a new form entry is captured and recorded on Salesforce. We will use a Salesforce workflow rule to automatically send an email from a Salesforce template to an email of your choice. Emails can be sent to your Salesforce Users, custom emails or email fields recorded on your Salesforce records. For example, you can send an email to a new Lead using the email field on the Lead record. Or you can chose a User from your Salesforce that will receive an email notification each time a record is created.


image.png


To setup this in your Salesforce, please follow below steps where we will show you how to create an email notification. Each time a new Lead record is created the Formyoula user who captured the entry will receive a notification with the details recorded on the Lead record.


1) Create a new custom Email field on the Lead Object in Salesforce. This is where we will record the Formyoula user email who has captured the form entry.



2) Name the field label.



3) Create a Lead capture form, please see this guide that explains how to create a new Lead form - http://support.formyoula.com/knowledgebase/articles/601593-create-new-lead-record. After the form is created please go to the connections page.


1.PNG


4) Map (add to the existing mappings) the Formyoula system “[User Email]” field to the newly created Salesforce custom “Formyoula Submitter Email” field.


2.PNG


5) Next Create (or use existing) Email template in Salesforce. We will use a template that displays fields from the captured form entry.



6) Next, create a new Workflow Rule in Salesforce.



7) Select “Lead” from the list, as we are applying the workflow to the Lead object.



8) Name the new Rule.



9) We will select the option “created”, as we want to send out the email only if a new record is created.



10) We will use one Rule criteria. Select the newly created custom field, select the operation “not equal to” and leave the Value field empty.



11) Select “New Email Alert” as the Workflow Action.



12) Add a description.



13) Select your Email Template.



14) Select “Email Field” from the Recipient list.



15) Move the “Formyoula Submitter Email” to the “Selected Recipients” box. Save when done.



16) Activate the new Workflow Rule.



17) Capture a form entry.



18) New Lead record will be created on Salesforce.



19) And an email will be sent out to the user who captured the form entry.




For any questions please contact us - support@formyoula.com


Salesforce

  1. Use Repeat Groups to Create Salesforce Child and Related Records on Your Mobile Forms
  2. Lead Capture With Business Card
  3. Create Salesforce Event with Multiple Attendees
  4. Common Salesforce Record Errors
  5. Testing Formyoula In Your Salesforce Sandbox
  6. Create Records on Custom Objects With Formyoula
  7. Lookups for Salesforce Orders and Contracts
  8. Salesforce Record Select List
  9. Salesforce Child Record Auto-Fill Using Repeat Groups
  10. Adding Salesforce Lookup Fields to Your Mobile Forms
  11. Convert Existing Salesforce Lead Into an Account, Contact, Opportunity and Followup Task
  12. Salesforce Select Element for Record Assignments in the Field
  13. Salesforce Select Child Record Filter
  14. Offline Event Registration
  15. Add Users To Campaigns During Events
  16. Display Images and Signatures in Salesforce
  17. Set Record Types with Hidden fields
  18. Pre-fill Formyoula forms with Salesforce Information
  19. Capture GEO Location in Salesforce
  20. Autonumber new Salesforce records with a unique Formyoula entry ID
  21. New Contact Creation and Attachment to Campaign as a Campaign Member
  22. Override Select List Options With Salesforce IDs
  23. Updating existing records in Salesforce with Lookups
  24. Salesforce Record Type Switching With Workflow Rules
  25. Record Customer Site Visit on Salesforce
  26. Salesforce From With Multiple Line Items Using Repeat Groups
  27. Conditional Salesforce Record Creation
  28. Update or Create a Contact and Attach to a New Campaign as a Campaign Member
  29. Displaying Additional Salesforce Information for Lookup & Select Fields
  30. Send Email After Each Form Entry is Captured
  31. Record & Display Images in Salesforce
  32. Record & Display Signatures in Salesforce
  33. Record Voice Files in Salesforce
  34. Formyoula Integration With Salesforce Chatter
  35. Add Salesforce Users to Your Formyoula Account
  36. Formyoula Salesforce Features
  37. Create a Workflow Rule that will pre-fill information from a related object
  38. Prefill form fields from Salesforce using URL merge parameters
  39. Capture Photos, Signatures And Sketches Offline
  40. Create Multiple Related Salesforce Records Using a Single Form
  41. Create Time Based Workflow Rule To Retry Failed Formyoula Files
  42. Create, Update and Find Records on Salesforce
  43. Online and Offline Salesforce Lookup Search
  44. Filter Salesforce Records Based on Formyoula User Email
  45. Store Formyoula form entries directly in your Salesforce organization
  46. Create Salesforce Chatter Files, Attachments and Documents using Formyoula Form Files
  47. Create a Salesforce Event Record Linked To Multiple Contacts
  48. Create Custom Lookup Search Result Fields

Feedback and Knowledge Base