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Hm_invi
receive an email when a new opportunity is created.
Hi Devs,
Iam new to salesforce and I have this requirement to be implemented.
Iam new to salesforce and I have this requirement to be implemented.
As a lead project manager, I should receive an email when a new opportunity is created and a separate email when the project manager is changed on the opportunity.
As a project manager, I should receive an email notification when I am assigned to an opportunity as the project manager.
Iam confused between using process builder and workflow rules.
Can anyone help me how should the approach be for this?
THANKS IN ADVANCE.
You could go ahead using process builder for this requirement.
Here is the overview documentation:
https://help.salesforce.com/articleView?id=process_action_email.htm&type=0
You can also go with custom notifications to the target user with this automation feature on salesforce.
Check out below link to understand, how it can be implemented:
https://www.salesforceben.com/how-to-set-up-push-notifications-salesforce-opportunities/
Hope above information helps. Please mark as Best Answer so that it can help others in future.
Thanks.