How to easily identify a Salesforce workflow that sent that automated email to an Admin, Developer or User. 

Many times throughout my career I would have a user send an email or a string of automated emails to my support team and say “John Jones is a new hire” and I would like him to get a copy of this automated email.  Regardless if it’s a part of your Sales or Service automation process, us admins dive into the back-end system to figure out where the automated email came from and add John to the list of the workflow recipients.  Not a terrible process and effective at the end of the day.

However, what if I told you there was an easy way to figure it out without searching through all those workflows manually in your Salesforce Org?

You know, that custom view you have in either your Leads, Opportunities or Cases with the word “Active” in it.  The one you have to click more at the bottom since you have so many workflows.

Its pretty easy.  Just follow the below instructions.

If you or your company is using Outlook – Go to the automated email and do the following.

  1. Click on “File

  1. Click on “Properties

  1. Go to the Internet Headers section in Properties.

In the Internet headers you will find all sorts of valuable information like the Org Id (SFDC-LK), the user SFDC-User) who caused the condition which fired the email.

Even the id of the workflow.  01W31000000….. is the id of the workflows that fired this alert!  So you can easily just add John Jones as quickly and productively as possible.

 

If you or your company is using Gmail – Go to the automated email and do the following.

  1. Click on the “Down Arrow” on the right side of the reply button.

  1. Click on “Show Original

Similar to the Internet headers you will find all sorts of valuable information like the Org Id (SFDC-LK), the user SFDC-User) who caused the condition which fired the email.

You will find the id of the workflow.  01W31000000….. that fired this alert!  So you can easily just add John Jones as quickly and productively as possible.

I really cant tell you how much time I had invested sifting through the workflows before I found out about this information.  Don’t get me wrong its good to know your companies workflows inside and out.

So every minute you invest in investigating your workflows makes you a more awesome admin.  Shortcuts like these make you a super admin.