You need to sign in to do that
Don't have an account?
omate
Problem firing email notification from workflow rule
I am having an issue with one of our workflow rules not firing an email notification when it should. We use Pardot forms and have created a custom field for the form name that is updated in Saleforce everytime a Pardot form is submitted. We use a workflow rule to check if the lead already exists in Salesforce and if it does we then send out a Lead Update notification to our sales reps.
The issue is that if a lead already exists in Salesforce but not in the Pardot database and then the same lead submits a Pardot form no email notification is fired. If the lead already exists in both Pardot and Salesforce then the notification triggers correctly. The rule we are currently using to trigger lead update notifications is below. Both 'pi__last_activity__c' and 'Form_Name__c' are dependent on a Pardot form being submitted.
AND(
NOT(ISNEW()),
ISCHANGED( pi__last_activity__c ),
ISCHANGED(Form_Name__c)
)
The issue is that if a lead already exists in Salesforce but not in the Pardot database and then the same lead submits a Pardot form no email notification is fired. If the lead already exists in both Pardot and Salesforce then the notification triggers correctly. The rule we are currently using to trigger lead update notifications is below. Both 'pi__last_activity__c' and 'Form_Name__c' are dependent on a Pardot form being submitted.
AND(
NOT(ISNEW()),
ISCHANGED( pi__last_activity__c ),
ISCHANGED(Form_Name__c)
)
I would suggest change the WF like below.
If this helps,please mark it as best answer to help others.