---
schema_version: "1"
id: d97bab0f1338754f081d4e71d10e0b5950747ff64304a50f86119d5ba1495e6b
title: Set Up Email Alerts for Case Teams
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/caseteam_setup_email_alerts.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.caseteam_setup_email_alerts.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: fede037d58fe434864f7eafdb5249967db1a48c66a0c1ad3106a701d7b685bd6
description: Create email alerts for case teams so that each time a case is created or updated, team members are notified.
products:
  - Service Cloud
release: "264"
---
# Set Up Email Alerts for Case Teams

Create email alerts for case teams so that each time a case is created or updated, team members are notified.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=service.service_editions_reference.htm&amp;language=en_US" target="_blank">View supported editions</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d181872e58">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d181872e58 ">To set up case teams:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d181872e58 ">
              <p>Customize Application</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Manage Users</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d181872e58 ">To create or change workflow rules and actions:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d181872e58 ">Customize Application</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d181872e58 ">To create or change email alerts:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d181872e58 ">Customize Application</td>

          </tr>
        </tbody>
      </table>

1. Create email templates for notifications.
2. Set up workflow rules that specify which actions on a case send email alerts to team members.
    1. From Setup, enter Workflow Rules in the Quick Find box, then select **Workflow Rules**.
    2. Click **New Rule**.
    3. From Select object, choose **Case** and click **Next**.
    4. Enter a rule name.
    5. Choose the evaluation criteria. To ensure that every case is evaluated for an email alert, we recommend that you set the evaluation criteria to Evaluate the rule when a record is: created, and every time it’s edited.
    6. Enter your rule criteria. We recommend that you choose **criteria are met** and select the criteria that a case must match to send email alerts. For example, if you want team members to receive an email alert each time a case’s status is set to New, set the criteria to Case: Status equals New.
    7. Click **Save & Next**.
3. Add email alerts to your workflow rule’s criteria.
    1. Click **Add Workflow Action** and choose **New Email Alert**.
    2. Enter a description and unique name for the email alert. Because you chose Case as the object for the workflow rule, object appears as read only.
    3. Choose an email template.
    4. Select who receives email alerts from the workflow rule. To select all members of a case team, choose **Case Team** from Recipient Type, and add the team as selected recipients. You can enter up to five more email addresses.
    5. Click **Save**.
4. Activate the workflow rule and its email alert.
    
    1. From Setup, enter Workflow Rules in the Quick Find box, then select **Workflow Rules**.
    2. Click **Activate** next to the name of the rule.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support-264-0-0-production-enus/dd14551c-a772-4db6-9a1d-d84df8df2980/images/icon_note.png)
    
    Note To prevent the rule from sending email alerts, click **Deactivate** at any time. If you deactivate a rule with pending actions, the actions finish as long as the case that triggered the rule isn’t updated.

#### See Also

- [Case Teams](https://help.salesforce.com/s/articleView?id=service.caseteam_setup.htm&release=264.0.0&type=5 "Create case teams to help groups of people work together to solve cases. Before you create case teams, define team roles.")
- [Email Templates in Lightning Experience](https://help.salesforce.com/s/articleView?id=sales.email_templates_lightning_parent.htm&language=en_US)