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Phillip Moseley
How to create an account owner ID change formula email alert with a picklist value
I'm trying to create a formula that will send an email alert if the Account Owner changes of a customer account which is defined by a picklist field called Type.
If Account Owner ID changes and Type picklist field value = Customer (Formula would be based off this scenario)
Thanks in advance for any help provided!
If Account Owner ID changes and Type picklist field value = Customer (Formula would be based off this scenario)
Thanks in advance for any help provided!
The workflow criteria must be set to the formula type.The criteria for the workflow is:
================================
ISCHANGED( OwnerId ) && ISPICKVAL (Type, "Customer")
Set the email alert for the above condition
reference:
https://help.salesforce.com/apex/HTViewSolution?id=000004819&language=en_US