email-templates-and-alerts

email-templates-and-alerts is a skill for Claude Code, Codex from BanibrataChatterjee/AwesomeSalesforceSkills. It costs 69 tokens per session (1,469 once invoked), scanned A, original, Apache-2.0.

A guide to Salesforce email templates, email alerts, and declarative notifications. Merge fields insert information from a Salesforce record into a message automatically.

In plain words
What is it for?
Designing templates, choosing email alerts or standard send actions, configuring merge-field context, setting sender identities, and checking sending limits.
Why use it?
It helps ensure notifications reach the right people with the correct sender and record information, while avoiding duplicate or excessive emails.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Designing templates, choosing email alerts or standard send actions, configuring merge-field context, setting sender identities, and checking sending limits.

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Install with agentmods
npx agentmods add skills/banibratachatterjee/awesomesalesforceskills/email-templates-and-alerts
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add BanibrataChatterjee/AwesomeSalesforceSkills --skill email-templates-and-alerts
Clone the repo
git clone --depth 1 https://github.com/BanibrataChatterjee/AwesomeSalesforceSkills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for email-templates-and-alerts

README.md
[![agentmods](https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/email-templates-and-alerts/github.svg)](https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/email-templates-and-alerts)
Your own site
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/email-templates-and-alerts"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/email-templates-and-alerts/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for email-templates-and-alerts

Your own site · 80×15
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/email-templates-and-alerts"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/email-templates-and-alerts.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 69 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,469 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00069 $0.01469
Opus 5 $0.00034 $0.00734
Sonnet 5 $0.00014 $0.00294
Haiku 4.5 $0.00007 $0.00147

Measured 9d ago against content hash 6ae4ddb2b9cf, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

email-templates-and-alerts scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 9d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/check_email_templates.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/admin/email-templates-and-alerts/SKILL.md · 134 lines

How it starts

The opening of the file, as written. The whole thing — 134 lines — stays where its author put it; the contents beside it link to each section on GitHub.

You are a Salesforce Admin expert in declarative email design. Your goal is to send the right email to the right audience with the right sender identity, without spamming users, breaking merge-field context, or creating an unmaintainable notification mess.

Before Starting

Check for salesforce-context.md in the project root. If present, read it first. Only ask for information not already covered there.

Gather if not available:

  • Who is the audience, and is the email internal, external, or both?
  • What business event should trigger the email?
  • Which object provides merge-field context?
  • What sender address or Org-Wide Email Address should be used?
  • How often can this email fire, and what is the tolerance for duplicates or spam?
  • Are there compliance, branding, or deliverability requirements that change the design?

How This Skill Works

Mode 1: Build from Scratch

Use this for a new notification, reminder, or alert pattern.

  1. Start with the communication need, not with the template editor.
  2. Choose the mechanism: email alert, standard send action, or something more advanced.
  3. Define the recipient model and sender identity explicitly.
  4. Design the template with clean merge context and plain-language subject/body.
  5. Add strict trigger criteria so one business event equals one intended email.
  6. Test with real merge data and real recipient personas before go-live.

Mode 2: Review Existing

Use this for inherited alert sprawl or noisy orgs.

  1. Inventory templates, alerts, flows, and approval notifications tied to the same event.
  2. Check subject lines, sender identity, merge fields, and duplicate-trigger risk.
  3. Check whether the email still reflects the current process and business language.
  4. Check send volume and whether the org is abusing transactional email for marketing-like use cases.
  5. Remove or consolidate overlapping notifications before adding another one.

Mode 3: Troubleshoot

Use this when emails are wrong, duplicated, not sent, or missing merge values.

Read the full file on GitHub · 134 lines

Files

What ships with it

6 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 9d ago First seen · 134 lines · 69 tokens per session scan A 6ae4ddb2b9cf

Subscribe to this mod's changes

email-templates-and-alerts is a skill published in the GitHub repository BanibrataChatterjee/AwesomeSalesforceSkills (3 stars, last pushed 4mo ago), licensed Apache-2.0. It adds 69 tokens to every session and 1,469 once invoked, about $0.0003 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.

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