Sending an email is a great way to let people know that something needs their attention since most users do not check their monitoring software frequently. To begin, select the "Add Event Response" button from the monitor homepage and choose "Email" as the monitor type. Then hit "Next."
Selecting an Email Recipient
The first page on the email response wizard selects the recipient of the email. The right side of the wizard will vary slightly depending on which radio button is chosen. If you want to send multiple emails in response to a single event, create a separate response for each of them.
- The Running User - When selected, the Email will be sent to whomever caused the monitor to run (usually the Salesforce user that executed the business process).
- A Specific User - When selected (as shown above), a specific and active Salesforce User record will be chosen to receive the email.
- A Specific Contact - Sometimes, the person who needs to be notified is not a direct Salesforce User. When selected, a specific Contact record can be chosen to receive the email.
- A Specific Email Address - When selected, a valid email address will be entered for the email to be sent to.
Selecting Email Content
- Standard SightLane Message - When selected, the standard SightLane message will be sent. This includes Event details such as the Salesforce environment, the time of the event, the User that executed the event, and any Event summary message that was configured, as well as a direct link to both the event record AND the primary data record to which the event is attached (if one exists).
- Email Template - When selected, an Email Template developerName will be entered, which will be used to send out an email notice.
- Custom Email Message - When selected (as shown above), the SightLane User will create a custom email subject and email body to be used in the response email.
In no time at all, you will be sending automatic notifications to your users, alerting them of the completion of critical processes and/or the occurrence of event issues or failures.