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Sophie
Workflow Rule for Updates to Accounts
I'm trying to create a workflow rule that will notify our strategic team when new tasks are added to our premier accounts. I can't figure out how to reference the custom field that indicates a premier account as well as the creation of a new task. Any ideas?
JCoppedge
You'd need an apex trigger. For some reason you cannot use a cross object formula through the primary lookup on tasks (otherwise you could create a formula to the appropriate field on the account and use this as the entry criteria for a workflow rule).