To set up an automated process in Salesforce that sends an email to Forward (for auto space creation) whenever a new opportunity is created, follow these steps:
Log into Salesforce:
Open your Salesforce account and log in with your credentials.
Navigate to Setup:
Click on the gear icon in the top right corner and select "Setup."
Create a New Email Template:
In the Quick Find box, type "Email Templates" and select "Email Templates."
Click "New Template."
Choose "Text" as the email type and click "Next."
Enter the necessary details for your email template:
Template Name: New Opportunity Notification
Subject: New Opportunity Created: {!Opportunity.Account.Name}
Email Body:
- Company name: {!Opportunity.Account.Name}
- Company domain: {!Opportunity.Account.Website}
- Key client email address: {!Opportunity.Contact.Email}
- Client full name: {!Opportunity.Contact.Name}
- Space Template ID: [Your Space Template ID]
- Space owner email address: {!Opportunity.Owner.Email}
Click "Save."
Create a New Email Alert:
In the Quick Find box, type "Email Alerts" and select "Email Alerts."
Click "New Email Alert."
Enter the necessary details for your email alert:
Description: New Opportunity Created Email Alert
Unique Name: New_Opportunity_Created_Email_Alert
Email Template: Select the template you created earlier.
Recipients: Add the email address provided by Forward.
From Email Address: Select an appropriate sender email address.
Click "Save."
Create a Workflow Rule:
In the Quick Find box, type "Workflow Rules" and select "Workflow Rules."
Click "New Rule."
Select "Opportunity" as the object.
Click "Next."
Enter the necessary details for your workflow rule:
Rule Name: New Opportunity Created
Evaluation Criteria: Choose "created."
Rule Criteria: Set the criteria to trigger the workflow rule whenever a new opportunity is created. For example:
Opportunity: Stage Equals "Prospecting"
Click "Save & Next."
Add Workflow Action - Email Alert:
Under "Immediate Workflow Actions," click "Add Workflow Action."
Select "New Email Alert."
Choose the email alert you created earlier.
Click "Save."
Activate the Workflow Rule:
Click "Done."
On the Workflow Rules page, click "Activate" to enable the workflow rule.
By following these steps, you will configure Salesforce to automatically send an email to Forward with the necessary details whenever a new opportunity is created. This ensures that a new space is created and clients are invited without manual intervention.