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JenniferMJoy Workflow rule formula (to an Email Alert notification) if a Contact's Account Name has changed
I would like to set up an email notification to alert me when a contact's account name has changed. I've tried using the 'ischanged' and 'isnew' functions, but I get a syntax error saying that I cannot use those functions for this type of formula.
I need to update certain information if a contact has left their current company, and I think the only way to tell is if the Account Name has been changed for that contact.
How can I set this up without getting a formula error?
A way to get around this, create a cross-object formula field on the Contact that returns the Account Name. Then use this new field in your workflow rule.
Hope that helps,
Sati