Creating a task to Salesforce to send an auto-response email | Community
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A
Anonymous
July 27, 2016
Question

Creating a task to Salesforce to send an auto-response email

  • July 27, 2016
  • 1 reply
  • 1697 views

Hi all,

Has anyone tried using the subject "Send email request" in a task that then sends a specific auto-response email template to a qualified lead?

I have been told that I need to include the recipient ID in the task description so it knows who to send the email to - but I cannot find a token for this? If I use the Salesforce ID token it fails and says this is invalid?

i've attached a screen shot of the task flow step that I have tried - and has failed.

Any help or guidance would be much appreciated!

Carey

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1 reply

SydneyMulligan
SydneyMulligan
Level 7
July 27, 2016

This is how we assign tasks for our MQLs:

This is what we put in the comments:

Please contact Lead within 2 hours.

Name: {{Lead.Full Name}}

Title: {{Lead.Job Title}}

Company: {{Company.Company Name}}

Email Address: {{Lead.Email Address}}

Phone Number: {{Lead.Phone Number}}

You can also add a link to the SFDC record by using the link to your SFDC instance with the SFDC ID token like this:

na3.salesforce.com/{{lead.SFDC Id:default=edit me}}

A
Anonymous
July 27, 2016

Thanks Sydney - I've made some progress and the emails are now sending from Salesforce if I hardcode in my SFDC ID on my test contact, in the task description, however if I try and include the token {{lead.SFDC Id}} it doesn't work.

I'm wondering if it's because of the field type and/or the lack of CRM mapping.

Thanks again for your reply.

Carey

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