Smart events: Email example

People often use Smart events to send an email message as the result of an action. For example, you might want to send an email notification to management when your team adds a new vendor.

1. Go to Platform Services > All >Object customization and select Add (circle) next to Smart events.

2. On Choose object to extend, specify:
   • Owner object: Vendor
3. Select Next.
4. On Select event properties, specify:
   • Action: Email
   • Events: Add
   • Condition: [Leave blank to generate for every vendor creation]
5. Select Next.
6. On Select email properties, specify:
   • Email: email.address@example.com
   • Subject: New vendor added: {!VENDOR.NAME!} : {!VENDOR.VENDORID!}
   • Body: {!VENDOR.NAME!} was added on {!VENDOR.WHENMODIFIED!}. Review new vendor process including manager notifications.
7. Select Next.
8. For Select deployment options, specify:
   • Smart link ID: NEW_VENDOR_EMAIL
   • Description: Send an email to email.address@example.com when a new vendor is added.
   • Status: Active
9. Select Save.