{"id":7757,"date":"2023-12-05T10:29:46","date_gmt":"2023-12-05T10:29:46","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=7757"},"modified":"2023-12-05T10:29:52","modified_gmt":"2023-12-05T10:29:52","slug":"how-to-send-email-notification-on-the-creation-of-a-duplicate-record","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2023\/12\/05\/how-to-send-email-notification-on-the-creation-of-a-duplicate-record\/","title":{"rendered":"How to send email notification on the creation of a duplicate record?"},"content":{"rendered":"\n<p>In this blog post, we will explore the topic of sending\/send email notification on the creation of a duplicate record. The article will walk you through the steps of identifying duplicates by matching email addresses, removing the newly generated duplicate records in Salesforce, and finally, triggering an email alert to the designated email address.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong><em>Send Email notification on the creation of a duplicate record<\/em><\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\"><li>Let&#8217;s proceed by creating a Flow automation for this process.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/12\/1.-Contact-Record.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/12\/1.-Contact-Record.png\" alt=\"Contact Record\"><\/a><\/center>\n<font size=\"2\"><center><i>Contact Record<\/i><\/center><\/font>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p><strong>Note:<\/strong> I have created this process for the Contact object. However, you can also implement it for any other object of your choice.<\/p><\/blockquote>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/12\/2.-Get-Record.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/12\/2.-Get-Record.png\" alt=\"Get Record\"><\/a><\/center>\n<font size=\"2\"><center><i>Get Record<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Prior to that, set up email alerts to be included in the flow&#8217;s &#8220;<strong>Send Email<\/strong>&#8221; element. This will allow us to send Email notification on the creation of a duplicate record.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/12\/3.-Send-Email.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/12\/3.-Send-Email.png\" alt=\"Send Email\"><\/a><\/center>\n<font size=\"2\"><center><i>Send Email<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Here are the email alerts and templates. Create a \u201c<strong>Classic Email<\/strong> <strong>Templates<\/strong>\u201d and fill the necessary details.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/12\/4.-Classic-Email-Templates.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/12\/4.-Classic-Email-Templates.png\" alt=\"Classic Email Templates\"><\/a><\/center>\n<font size=\"2\"><center><i>Classic Email Templates<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Create an \u201c<strong>Email Alerts<\/strong>\u201d.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/12\/5.-Email-Alerts.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/12\/5.-Email-Alerts.png\" alt=\"Email Alerts\"><\/a><\/center>\n<font size=\"2\"><center><i>Email Alerts<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Next, under &#8220;<strong>Additional Emails<\/strong>&#8220;, include the email address where you&#8217;d like to receive the email alert. Proceed to activate the Flow, and so, that you will able to start receiving email notifications.<\/li><li>To test the process, first ensure there&#8217;s an existing record with an email ID. Then, create a new record with the same email ID in the Contact.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/12\/6.-Contact-Record.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/12\/6.-Contact-Record.png\" alt=\"Contact Record\"><\/a><\/center>\n<font size=\"2\"><center><i>Contact Record<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Here is the email notification confirming the duplication of the contact record.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/12\/7.-Duplicate-Record-Email-Notification.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/12\/7.-Duplicate-Record-Email-Notification.png\" alt=\"send Email notification on the creation of a duplicate record\"><\/a><\/center>\n<font size=\"2\"><center><i>Duplicate Record Email Notification<\/i><\/center><\/font>\n\n\n\n<p>By following the above blog instructions, you will be able to learn \u201c<strong>How To send email notification on the creation of a duplicate record?&#8221;.<\/strong> If you still have queries or any related problems, don\u2019t hesitate to contact us at <a href=\"mailto:salesforce@greytrix.com\" target=\"_blank\" rel=\"noreferrer noopener\">salesforce@greytrix.com<\/a>. <\/p>\n\n\n\n<p>More details about the Product are available on <a href=\"https:\/\/www.greytrix.com\/salesforce\/salesforce-erp-integration-greytrix\/\" target=\"_blank\" rel=\"noreferrer noopener\">our website<\/a> and <a href=\"https:\/\/appexchange.salesforce.com\/listingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noreferrer noopener\">Salesforce AppExchange<\/a>.<\/p>\n\n\n\n<p>We hope you may find this blog resourceful and helpful. However, if you still have concerns and need more help, please contact us at <a href=\"mailto:salesforce@greytrix.com\" target=\"_blank\" rel=\"noreferrer noopener\">salesforce@greytrix.com<\/a>.<\/p>\n\n\n\n<p><strong>Related Posts<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2023\/08\/21\/how-to-create-territories-using-shape-layer-in-salesforce-map\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to Create Territories Using Shape Layer in Salesforce Map<\/a>.<\/li><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2023\/06\/27\/how-to-create-an-email-as-a-quick-action-in-lightning-web-component\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to Create an Email as a Quick Action in Lightning Web Component<\/a>.<\/li><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2021\/10\/06\/how-to-use-email-template-in-standard-salesforce-flow\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to use Email Template in Standard Salesforce Flow<\/a>.<\/li><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2021\/09\/22\/how-to-use-email-template-in-apex-code\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to Use Email Template in Apex Code<\/a>.<\/li><\/ul>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In this blog post, we will explore the topic of sending\/send email notification on the creation of a duplicate record. The article will walk you through the steps of identifying duplicates by matching email addresses, removing the newly generated duplicate records in Salesforce, and finally, triggering an email alert to the designated email address. Send\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2023\/12\/05\/how-to-send-email-notification-on-the-creation-of-a-duplicate-record\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[1540,1538,1537,107,1542,1294,109,1536,110,1539,1541,1378,1050,1079,367,384,584,1208,888,677,892,547],"class_list":["post-7757","post","type-post","status-publish","format-standard","hentry","category-salesforce-srv","tag-automations","tag-classic-email-template","tag-contact-record","tag-email","tag-email-alert","tag-email-alerts","tag-email-deliverability","tag-email-notification","tag-email-template","tag-emailtemplate","tag-flow-builder","tag-lightning-email-template-2","tag-lightning-web-component","tag-record-page","tag-salesforce","tag-salesforce-auto-email","tag-salesforce-email-deliverability","tag-salesforce-email-template","tag-salesforce-emailtemplate","tag-salesforce-lightning","tag-send-email-via-salesforce","tag-workflows"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/7757","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/comments?post=7757"}],"version-history":[{"count":4,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/7757\/revisions"}],"predecessor-version":[{"id":7785,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/7757\/revisions\/7785"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=7757"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=7757"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=7757"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}