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Create a Workflow for when Comments are added to Ideas
I'm new to the developer side of Salesforce and was hoping someone could give me guidance on creating a Workflow rule to alert the Ideas creator when a new Comment has been added? Many thanks in advance.
Please follow these steps:
1 - Create a new workflow rule from Setup | Workflow Rules | New Rule.
2 - Select "Idea" as the object from the dropDown.
3 - Give the rule name.
4 - In the Evaluation criteria select the "Evaluate the rule when a record is created, and every time it’s edited" as the criteria.
5 - In the Rule Criteria: select "formula evaluates to true" from the drop down.
6 - In the text area presented , write this criteria " ISCHANGED( LastCommentDate )" , and click "Save & Next" button.
7 - In the "Immediate Workflow Actions:" section , select "New Email Alert " from the drop-down.
8 - Give the name of the EMail alert, select the email template and select "Creator" in the Recepeint Type.
9 - Save it.
10 - Activate the workflow rule.
I think this solve your problems. Reach out to me if there is any issue.
Thanks
Nitin
Thanks for your reply. This is great!
I created this in my Dev sandbox and it worked perfecly however, it doesn't seem to work in my companies sandbox. Why would this be the case?
Can you go and check Setup | Email Administration | Deliverability, and see what is set in the "Access to Send Email" ?
It should be "All Email".
Thanks
Nitin
Is it working now?
Thanks
Nitin