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Single Email Helper

Enhanced Process Builder Email Alert Functionality

Overview

Single Email Helper builds on out-of-the-box Process Builder functionality: send an email alert without configuring an email template for each Salesforce object, leverage cross object merge fields and send email alerts to recipients outside of Salesforce

1 of 2

  • The Single Email Helper Plugin was designed to accommodate common business use cases around leveraging the Email functionality of Process Builder

  • A simple Apex class facilitates the inputs of the To, CC, Display Name, Subject & Body fields within the Process Builder set-up

Single Email Helper expands Process Builder functionality around sending email alerts. 1. Easily configure and send email alerts with Process Builder – without having to create email templates to support the email alert. 2. Leverage merge fields from records related to the initial record that triggered the Process Builder. Single Email Helper supports cross-object merge fields up to 5 relationships away. 3. Send email alerts to recipients who aren’t set up in your Salesforce instance as a User, Lead or Contact. A free-form text field allows you to send email alerts to recipients or distribution lists outside of Salesforce, and supports sending email to multiple addresses using commas as delimiters. This app uses an Apex class to facilitate sending single emails from Process Builder.

Categories

Business Needs
Email & Calendar Sync
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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