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Pankaj PariharPankaj Parihar 

notify to VP workflow

Hi All
Notify the VP of Sales when a deal is lost if the stage was “Proposal/Price Quote” and the amount was greater than $1,000,000. plz help me in steps how to do code if required..
Best Answer chosen by Pankaj Parihar
kantravikantkantravikant
In setup quick search workflow
1.New workflow
2.Select object assuimg Opportunity
3.Give some appropriate name 
4.Evaluation criteria - created, and any time it's edited to subsequently meet criteria
5.Rule Criteria 
  • Run this rule if the following: Criteria are met
  • Field: Opportunity Stage : Proposal/Price Quote
  • Field: Opportunity Amount: greater than 1m
Save and next
Add a workflow action: select for email.
Then put required values.

You will be there.
Please not forget to acitvate the workflow.

All Answers

kantravikantkantravikant
Two ways
1. Workflow: Send email or create task as per your organization need
2. A trigger on the object: Send email or create task as per your organization need
Pankaj PariharPankaj Parihar
Hi Kantravikant
tnx but can u help me with workflow part how to do.
 
Mudit Mathur 13Mudit Mathur 13
first of all in workflow rule  criteria use 2 conditions 
1.Opportunity:stage equals Proposal/Price Quote   AND
2. Opportunity:Amount greater than 1,000,000.

than in workflow action select email alert and in recipient type select role and then select VP of Sales
kantravikantkantravikant
In setup quick search workflow
1.New workflow
2.Select object assuimg Opportunity
3.Give some appropriate name 
4.Evaluation criteria - created, and any time it's edited to subsequently meet criteria
5.Rule Criteria 
  • Run this rule if the following: Criteria are met
  • Field: Opportunity Stage : Proposal/Price Quote
  • Field: Opportunity Amount: greater than 1m
Save and next
Add a workflow action: select for email.
Then put required values.

You will be there.
Please not forget to acitvate the workflow.
This was selected as the best answer
Arpit Jain7Arpit Jain7
Hi Pankaj,

You can create a Workflow or Process Builder for this. Put condition as Stage = 'Proposal/Price Quote' and Amont > 1,000,000. After this create one action for sending email, here you can select the related template and user to whom email should be sent. Ensure that you select the rule to execute only when record is edited to subsiquenly meet the criteria.

Thanks
Arpit