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Workflow - Email Alert
Any help is appreciated in advance!
So..
is there way in Salesforce to create a workflow rule that sends an email alert to a specific user
WHEN..
Any time an opportunity is modified? I'm talking about SPECIFIC FIELDS that are modified.
For Example: I'm a salesperson, and I just modifed the "Start of Production" field, or the"Amount" field. Ideally, the email alert would look something like this;
Subject: Opportunity Modified
Text: "Owner" just modified the "Start of Production" field, 11/27/12 at 1:10pm.
Experts? Are you out there???? Please help.
Beers on me.
THANK YOU!
-Rob
Change the evaluation criteria to "created, and every time it’s edited."
PB
All Answers
Yes this is possible.
You would have to write a formula however using the ISCHANGED statement for those field.
Thanks,
PB
Could you give me an example of what this would look like as a formula?
This is alien to me..
Thanks
You might have to write a workflow for each field that you want to have notifications sent out on, or talk to someone smarter than I ;-)
ISCHANGED(Owner)
Then another workflow for the start of product
ISCHANGED(Start_Of_Production__c)
You can use the field lookup to get the exact field names that i used above.
PB
When I'm setting up the Rule Criteria in a Workflow Rule I'm selecting " Formula Evaluates to True" from the drop down Menu
Now, I'm putting in the ISCHANGED(Start_Of_Production__c)
The error is:
Error: Function ISCHANGED may not be used in this type of formula
Help please.
Change the evaluation criteria to "created, and every time it’s edited."
PB