Skip to main content
Topics#Salesforce DeveloperFrage von Preyasi Desai
Preyasi Desai (PCNA) fragte in #Salesforce Developer
26. Aug. 2020, 19:46

Email Alert when Opportunity stage changes!

Hi everyone,

I want to create an email alert, when user clicks Opportunity stage as "Mark as Complete". At that time i want to send an email alert to the team. So please help me with this.

Thank You!
1 Antwort
  1. VINAY KUMAR K (Salesforce)
    26. Aug. 2020, 21:26
    Hi Preyasi,

    You can create a workflow rule and add Rule Criteria as StageName = 'Mark as Complete'.

    Once you are have created workflow configure Email alert under Workflow Actions  

    Below are example references:

    https://trailblazers.salesforce.com/answers?id=9063A000000e2oUQAQ

    https://propelplm.zendesk.com/hc/en-us/articles/360002807552-Configuring-Workflow-Rule-Email-Alerts-or-Notifications

    Hope above information was helpful.

    Please mark as Best Answer so that it can help others in the future.

    Thanks,

    Vinay Kumar
Antwort schreiben...
0/9000