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Enable Salesforce Content email alert settings for all Users

Data pubblicazione: Sep 5, 2023
Descrizione

Administrators can set the following User preferences in bulk or via mass update:
 

  • Receive Salesforce CRM Content Email Alerts
 
  • Receive Salesforce CRM Content Alerts as Daily Digest


These preferences determine whether and how Users with Salesforce Content subscriptions will receive email notifications if activity occurs for their subscribed content, workspaces, tags, or authors.
 

The ability to subscribe to content and receive email notifications for updates is only available in Salesforce Classic.

 
Risoluzione

The 'Receive Salesforce CRM Content Email Alerts' and 'Receive Salesforce CRM Content Alerts as Daily Digest' settings are available via the API on the User object.
 

Mass update the user preferences using a client tool such as Data Loader:


1. Export Data from the User object or Find the Salesforce ID for a User or profile to create a csv file containing desired User Ids for update.

2. Add columns with the following headers for the preferences you'd like to update and set the values for each user (row) to either True (checked) or False (unchecked).  NOTE: These values can be the opposite of what you would expect.  

Summary:  If both values are set to False, the daily digest email will be received but not the real-time notifications.  If the UserPreferencesContentNoEmail is set to False and the UserPreferencesContentEmailAsAndWhen is set to True, then real-time notifications will also be received.
 

  • UserPreferencesContentNoEmail - this column corresponds to the 'Receive Salesforce CRM Content Email Alerts' preference and note this flag when TRUE, no email will be received.
 
When false (unchecked), a user with Salesforce CRM Content subscriptions will receive email notifications if activity occurs on his or her subscribed content, libraries, tags, or authors. To receive real-time email alerts, set this field to false and set the 'UserPreferencesContentEmailAsAndWhen' field to true.
 
  • UserPreferencesContentEmailAsAndWhen - this column corresponds to the 'Receive Salesforce CRM Content Alerts as Daily Digest' preference.
 
When true, a user with Salesforce CRM Content subscriptions will receive a once daily email summary if activity occurs on his or her subscribed content, libraries, tags, or authors. To receive email, the 'UserPreferencesContentNoEmail' field must also be false.

3. Once your csv is prepared, use Data Loader to perform an update to the User object. See Insert, Update, or Delete Data Using Data Loader for more details.
 

Note: It is recommended only map the User Id, UserPreferencesContentNoEmail, and UserPreferencesContentEmailAsAndWhen fields on update and perform a test update with a small subset of user records to ensure the operation is successful before committing the entire update.
 

 

See also:

Numero articolo Knowledge

000380465

 
Caricamento
Salesforce Help | Article