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How to notify account owner when a non account owner logs a call
I am currently working on a requirement where I need to notify account owner if some other person (Non Account Owner) Logs a Call against their account . Notification could be in form of a chatter message or email should be sent out to the account owner.
Kindly help to acheive above mentioned requirements.
Many thanks in advance
Thanks & Regards,
Harjeet
Kindly help to acheive above mentioned requirements.
Many thanks in advance
Thanks & Regards,
Harjeet
May I suggest you please check with below link from the success community with a similar discussion and a suggested workaround which might help you with the above requirement.
- https://success.salesforce.com/answers?id=90630000000gosVAAQ
Please let us know if this helps.Mark this as solved if the information was helpful.
Thanks,
Nagendra
Thanks for your response and sharing the link.Actually I already saw the link which you have shared and so I turned up here to seek help to achieve the same
I already checked those stuff and link and lastly came here to seek help from experts
You should be able to use Flows or Process Builder (since activity = call log, is a related record to account in this case).
I attempted it with Flow and here is the high level of what I did...
Step 1: Create flow on Task object
Step 2: Inside the flow, "Choose Object and Specify When to Start the Process" : do this on Task
Step 3: Under the criteria, choose on "Account"
Condition: [Task].Account.OwnerId "does not equal" field reference to [Task].CreatedById
Step 4: Create an immediate action (action can be anything as available in the drop down, including email alert, field update, chatter posting and so on)
I tried this with field update and it worked. Good luck