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HomeEmail Notification

Email Notification

Email notification workflows are directly set when the SalesPort package is installed, so portal user and admin will receive a mail notification when any of the following activities are performed.

 

-> Case Created From salesforce: If the case is created from salesforce, it will send an email with basic case details.

 

-> Case Created From portal: If the case is created from the portal, it will send an email with basic case details.

 

-> Case status changed from salesforce: If any status of the case is changed from salesforce, it will send an email with basic case details.

 

-> Case status changed from portal: If any status of the case is changed from the portal, it will send an email with basic case details.

 

-> Case Comment added from portal: If any case comment is added from the portal, it will send an email with case comment and basic case details.

 

-> Case Comment added from salesforce: If any case comment is added from salesforce, it will send an email with case comment and basic case details.

 

-> Order Created: If an order is created, it will send an email with basic order details.

 

Admin can also change the email template. Navigate to App Launcher -> SalesPort -> Portal Settings tab.

 

Select the appropriate template and click on “Save”.

 

Admin can also de-activate email notification.

 

For De-activating email notification navigate to Setup and search ‘Workflow Rules’ in the search bar.

 

Click on the ‘Deactivate’ option, to deactivate email notification.

 

Note: By default, all workflow will be activated when the package is installed.

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