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March 28, 2018 by Stuart Sequeira

Autoresponders for Salesforce

I received a support inquiry about how to add an autoresponder to a Salesforce submission.  While Salesforce’s REST API doesn’t directly allow triggering an autoresponder, Salesforce’s knowledge base has documented a way to accomplish the desired end result.

The solution is to “create a workflow rule that would fire on Lead/Case creation that would send an email to the correct address“.  The solution mentioned answers a specific question regarding Lead and Case creation but you may be able to create the work flow for any object.  If you do try it with a different object, I’d love to hear about it so I can share the experience with other Ninja Forms Salesforce users.

If you’d like to read the details, here is a link to the full knowledge article:

https://help.salesforce.com/articleView?id=000212166&type=1

 

Filed Under: Salesforce

About Stuart Sequeira

Stuart is the author of several CRM integration plugins for Wordpress using Ninja Forms. He also writes custom integrations that cater to the unique sales and marketing needs of his clients.

Recent Posts

  • Using a Test Environment in Salesforce
  • Autoresponders for Salesforce
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  • Adding Attachments to Custom Salesforce Objects
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Maintained By:

Stuart is the author of several CRM integration plugins for Wordpress using Ninja Forms. He also writes custom integrations that cater to the unique sales and marketing needs of his clients.

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