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Lightning Email on Task

Get an email when you’re assigned a task.

Overview

In Classic there was an option to send an email notification to a user when assigned a task. This is not available in Lightning—until now!

1 of 2

  • * automatically send the templated email on assignment of a task

  • * create an email template for tasks

  • * include important task information and a link to the task in the email

*Get an email when you’re assigned a task.* In Classic there was an option to send an email notification to a user when assigned a task. This is not available in Lightning—until now! With this app you can * create an email template for tasks * automatically send the templated email on assignment of a task * include important task information and a link to the task in the email Installation and Setup: After installing, be sure that the trigger "EmailOnTask" is active. You can modify the included "Email on Task" email template as you like. Setup > Quick Find > Classic Email Templates If you'd like to use a different template or a pre-existing one, you can add the template's api name as a custom metadata record of "Task Email Templates". Setup > Quick Find > Custom Metadata Types > click Manage Records on Task Email Template.

Categories

Business Needs
Admin & Developer Tools
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
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.
Native App
No Limits
Lightning Ready
Managed Package

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