Notify your Customer through email by using Process Builder

As we know, Process Builder is an automated tool that allows us to control the order of actions or evaluate the criteria for any record. Basically, It has eleven actions associated with it: Apex, Create Records, Email Alert, Flow, Post to Chatter, Processes, Quick Action, Quip, Send Custom Notifications, Submit for Approval, Updates Records.


As Salesforce has provided us many Automations and Email alerts so with these features, we can easily notify our customers through email.


Let's take one example -  Automatic an email sent to the customers on their account creation.




Step 1 -  Now, from Set-up search “Classic Email Template” and Click “New Template”.








Step 2 - Fill all details to create an “Email Template” for notification.




Step 3 - Just create one Email Alert by using that email template which you have created for a notification email to customers.



Step 4 - Now goto set up and search Process Builder in the Quick find box and select it. Then click on the “New Process” button to create the process builder.



Step 5 - Select Account as an object and click “+ Add Criteria” then fill in the Criteria Name and Criteria for Executing Actions.




Step 6 - Now click “+ Add Action” and choose Email Alert as an action type.



Step 7 - Then write Action Name and Select your email template from Email Alert. Save & Activate it.




Step 8 - Now, go to your App(ex. Sales) and from the account create one record. And check the email which you used in that account record.



Like this, you can notify your customer by using any condition on objects.

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