• sujatha dhanekula
  • NEWBIE
  • 0 Points
  • Member since 2017

  • Chatter
    Feed
  • 0
    Best Answers
  • 0
    Likes Received
  • 0
    Likes Given
  • 2
    Questions
  • 29
    Replies
I need email sent to ceo on lead conversion

I created work flow rule on lead and email template on lead then email alert on workflow, but i did not receive email
then i created email template on account then when converting lead i got error as work flow rule exists on lead.
selected created or edited criteria?
Please advise how to do this?
 
Hi, I am not a developer. I need to write trigger on opportunity object,  opp name should be auto populate accountname:oppname entered by user.
requirement is
company has decided to have the Opportunity naming convention as “<Account Name>: <Opportunity Name>”. For example, if the opportunity is pertaining to 200 laptops, from Account ABC, the Opportunity naming convention should be “ABC: 200 laptops”. However, do not mandate this to be filled in as such by users. Instead, automatically update the Opportunity name as <Account Name>: <Opportunity Name> if someone creates the Opportunity without Account Name already in it.
I need email sent to ceo on lead conversion

I created work flow rule on lead and email template on lead then email alert on workflow, but i did not receive email
then i created email template on account then when converting lead i got error as work flow rule exists on lead.
selected created or edited criteria?
Please advise how to do this?
 
Hi, I am not a developer. I need to write trigger on opportunity object,  opp name should be auto populate accountname:oppname entered by user.
requirement is
company has decided to have the Opportunity naming convention as “<Account Name>: <Opportunity Name>”. For example, if the opportunity is pertaining to 200 laptops, from Account ABC, the Opportunity naming convention should be “ABC: 200 laptops”. However, do not mandate this to be filled in as such by users. Instead, automatically update the Opportunity name as <Account Name>: <Opportunity Name> if someone creates the Opportunity without Account Name already in it.