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Dilip Kulkarni
case alert issue
Hi,
whenever case is opened for account for particular region ( say WEST-WE), only inside rep ( it’s a rep) should get email alert for the concerned case of his account (not for the account for which he is not rep.)
How to do it?
whenever case is opened for account for particular region ( say WEST-WE), only inside rep ( it’s a rep) should get email alert for the concerned case of his account (not for the account for which he is not rep.)
How to do it?
1. Create An email template that will be sent to the user
2. Navigate to Setup > Workflow Rules & Approvals > Workflow rules
New Rule > Object: Case > Enter the conditions on which you would like this workflow action to fire > Add Worflow action: New Email Alert >
Enter the other required field values as well as the Email template that was required on your behalf in step 1
3. The most important step is to specify the "Recipeint type" as the "Creator"
4. Fill in the rest of the required fields to your choosing and you are finished :)
Please let me know if you encounter any other issues
Have a great day!
Esther Onema
Thanks for the reply. You mentioned recipeint type should be 'creator (record creator)', but I doubt if the inside rep will be creator. What if case record is created by other person? Could you please clarify.