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Workflow Rules and Alerts



I’ve created email alerts on custom fields designed to send an email to a clients and agents summarizing an appointment ( date/time, location, requirements, and agenda and the agent who’s seeing the client) however this could not have been possible on the calendar due to “by design”, therefore when staff are putting the information they have to put it in twice, (one in the customized fields to generate the email and second is in the calendar for agents so that it shows up on thier BB, main Calendar)


We had an issue where 2 different dates have been entered for 1 meeting and created a conflict, I’m trying to eliminate this and I think a task alert would do it but I was wondering if someone had some insight on this.


Appointments get re-scheduled all the times, meaning more practical work with salesforce - is there a better solution to automate this?


Thank you in advance.