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SFDC ROCK change field on lead object
Hi All,
I have a field ABC on lead .After creating lead if ABC has changed within 2 two days then fine otherwise send notification mail to lead owner that please take action.
How to achieve that ?
Thanks
I have a field ABC on lead .After creating lead if ABC has changed within 2 two days then fine otherwise send notification mail to lead owner that please take action.
How to achieve that ?
Thanks
As mentioned in the link https://trailblazers.salesforce.com/ANSWERS?id=90630000000hAAxAAM can you try if you can use the below solution mentioned in the above link:
You could do that with a Time Dependent WFR. Couple things to keep in mind with that:
1. You will need change your criteria to anything other than every time a record is edited. You can use the ISPICKVAL function with any criteria but some formulas require to convert pick list values to a string.
2. If the Lead is in queue for a time based rule it can't be converted. You will need to add an "escape clause" to your WFR, so something like a Ready to Convert check box that is part of your criteria so the record can get out of queue and be converted.
Let me know if this helps and in case if this comes handy can you please choose this as the best answer so that it can be helpful for others in the future.
Regards,
Anutej