Example:
I have an object called Financial Account, which is a child object of Account. The Account page has a field called "Portfolio Manager," which is a lookup field that looks up Users. I would like for the User in this field to receive an email every time a Financial Account is created for an Account on which they are the Portfolio Manager.
Thanks!
2 respuestas
Correct, I cannot drill down to that level.
I did come up with a solution, however. I created an email field on the Financial Account object, and when the Financial Account is created, a workflow rule updates this field with the value from the Account's Portfolio Manager. Then, using a time dependent rule, an email is sent 1 hour later to the email address in that field.
