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Topics#Sales And MarketingFrage von Ben Glenister-Batey
Ben Glenister-Batey fragte in #Sales And Marketing
5. Apr. 2016, 16:45

How can I subscribe to an Opportunity?

I work in Marketing and my colleagues and I would like to keep an eye on key Opportunites that have come from Marketing efforts. Is there an option to subscribe to an Opportunity so that when it is changed / updated I am notified? On a most basic level I would be happy with being notified whenever any change takes place but to take it one step further it would be great to configure the notificaiton to come only if 'Stage' for example is changed.

 

I have access to Administrator level privileges.

 

Thank you
4 Antworten
  1. Deepak K Anand (‎‎‎‎‎‎Zoom Communications, Inc.)
    5. Apr. 2016, 17:08
    Well then you can use a Workflow Rule + Email Alert like this:

     

    Firstly setup an Email Template in Salesforce - How to Create an Email Template in Salesforce​

     

    Now the Workflow Rule - 

    1. Go to Setup | Create | Workflows & Approvals | Workflow Rules
    2. New Rule
    3. Select the Object: Opportunity
    4. Evaluation Criteria: created and every time it's edited [ 2ND OPTION ]
    5. Rule Criteria: formula evaluates to true
    6. Formula: 

      AND(
          ISCHANGED(StageName),
          TEXT(StageName) = "Closed Won"
      )
    7. Click Save & Next
    8. Now, from under Immediate Workflow Actions, click Add Workflow Action to select Email Alert
    9. Specify the Email Template that you had created.
    10. Specify the Recipients
    11. Click Save
    12. Hit Done
    13. Activate

    That should do it!

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