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Jen GingrichJen Gingrich 

Alert based on activity with an account or opportunity

I need help creating an alert to an account/opportunity so the owner of the account or opportunity receives an alert if they haven't touched the account (phone or email) in 30 days.
Abhishek BansalAbhishek Bansal
Hi Jen,

You can follow the below steps to acheive this:
  1. Create a field called Last Updated Date on Account.
  2. Update this field to current date when phone or email is changed. In case of account creation it can be same as created date of account.
  3. Create a workflow rule with a time-dependent action that will send an email to Account owner after 30 days of this field value.
Let me know if you need more details or any help in setting up this.

Thanks,
Abhishek Bansal.
abhibansal2790@gmail.com