Question:

How to Receive Emails for Approved Notes Monitoring Results in Veeva CRM?

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Answer:

With the 22R3.2 release, admins no longer receive emails for Approved Notes monitoring results. Instead, admins can configure automated email alerts.

Please note: these instructions are for setting up an Email Alert upon a new 'Monitored Text' record being created. 

Set up Email Template

1.  From the App menu, search and select Email Templates.
2.  Click New Email Template.
3. Enter the Email Template Name, Subject, and Body of Email.
4. Click Save.

 

Set up Email Alert

 

1. Within Setup, search and select Email Alerts.
2. Click New Email Alert.
3. Enter the following information:
4. • Description
   • Object: for this scenario, select Monitored Text
   • Email Template: Search and select the Email Template created in previous steps.
   • Recipients: select the Recipients to receive the email as well as any additional email addresses for non-Users. Click Save.

 

Build a Flow

 

1. Within Setup, search and select Flows.
2. Click New Flow.
3. Select Record-Triggered Flow, then click Create.
4. Enter the following information:
5. • Object: for this scenario, select Monitored Text
   • Trigger the flow when: for this scenario, select A record is created
   • Set Entry Conditions
   • Optimize the Flow for. Click Done.

 

 

 

Add Send Email Alert Element

 

1. Click the + sign
2. Select Send Email Alert.
3. From the Action menu, select the applicable Email Alert.
4. Enter the following: Lable, Record ID: for this specific scenario, select $Record, then select ID.
5. Click Done, Save, then Activate

 

 

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Related Documentation:

CRM Documentation: Configuring Approved Notes

Salesforce Help: Automated Email Alerts

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