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How can I launch a notification to the creater of a record on a custom object if a new note is entered?
Hello. I have built a custom object in our instance of Salesforce that contains the standard note functionality. I would like to be able to have a workflow that will ping the creator of the record if someone enters a new note on the record. I did not see a way to do this with the standard workflow builder and I'm gussing some sort of code or formula will be needed? I would greatly appreciate any suggestions. Thanks!
There is no out of the box way to do it, You can do following steps to create a custom solutions:
- Create a custom field on your parent object as checkbox
- Create a trigger on note object
- In your trigger using first three digit of the id check the type of the object and if it matches with your type query and update your checkbox field.
- Once checkbox is true create a workflow to fire and update that field back to false and send an email from workflow
Thanks,Fahad Akhtar