Following article explains the process through which you can define a workflow process through Salesforce Process Builder and send an Email Alert using MassMailer to Opportunity Contact Roles, Opportunity Team Members upon Opportunity record Create or Update.
You can track the email status values such as: open, click, bounce, spam, unsubscribe etc. You can also log the activity history.
To use the MassMailer Process Builder Opportunity Email Alert feature, you need complete the MassMailer Setup & Configuration.
The Process Builder sends a separate email to Contact Role/Team Member, but can also CC all the Team Members in every email (if CC Team Members is set to true).
1. Navigate to the Workflow Process builder in Salesforce:
Click on the Salesforce 'Setup' from top right corner and search for process builder from the quick find box in the left side panel.
Click on the Process Builder link from the search results from the above step and click on the 'New' button. This will open a form to enter the workflow process details.
2. Create a new Workflow Process:
Enter the Process Name, Description, The process starts when values as per your needs and click on the 'Save' button.
3. Choose Object and Specify when to start the Workflow Process:
Click on Add Object to choose the Opportunity Object from the list shown.
Under 'Start the process' section, select either 'only when a record is created' or 'when a record is created or edited' option and click on 'Save' button.
4. Add Criteria when to trigger the Workflow Process:
Click on 'Add Criteria' and enter 'Criteria Name', select 'Criteria for Existing Actions', fill the 'Set Conditions' section and then add the conditions logic as per the example show in the following picture. Once all the information is entered click 'Save' to save the criteria.
5. Select and Define Action to trigger the Email Alert:
Click on 'Add Action' and do the following and click 'Save'.
Select the Action Type as 'Apex'
Enter Action Name
Choose ‘MassMailer - Send Mails to Opportunity Contact Roles/Team Members’ as the APEX class
Set the Apex Variables (* means Required )
Template Id * : Salesforce Record Id of the email template you wish to use (only supports Opportunity merge fields for now).
Opportunity Id Field * : Salesforce Record Id of the Opportunity record.
- Send to Contact Roles (Boolean) * : Set this a true if you want to send emails to all the Contact Roles for this Opportunity. The email field used for sending the email can be set using the ‘Field Information’ section on the ‘MassMailer Setup’ tab.
Send to Team Members (Boolean) * : Set this a true if you want to send emails to all the Opportunity Team Members for this Opportunity. The email field used for sending the email is the standard ‘Email’ field on the User record.
From Address : Sender’s email address, must be a valid email address (logged in user's email is used if this is not specified).
From Name : Sender’s name (logged in user's name is used if this is not specified).
CC Team Members : Set this to true if you want to CC all the Opportunity Team Members associated to this Opportunity record to each email that is sent out.
6. Activate the Workflow Process:
Click on 'Activate' to activate the workflow process just defined and confirm.
Once the workflow process is defined it will show up in the list of My Processes summary page.
7. Track Email Status on Opportunity Object:
Email status values such as delivered, open, click, spam, unsubscribe, bounce etc gets captured on the Opportunity object in a related list object called 'MassMailer Email Status'.
8. Track Activity History on Opportunity Object:
Activity history gets captured on the Opportunity object.