Alert account owner that an account has been removed from their name

Question

I need to create an email alert to tell an account owner when ownership has changed to someone else. I know there's a checkbox to alert the new owner, but it's really the opposite functionality I'm seeking: when an account is taken out of someone's name, they want to alert the original account owner. ISCHANGED(OwnerID) doesn't do it - it alerts the original owner.

Medardo Nava · Accepted Answer

Hi Elise,

I dont think a WFR evaluated directly on the Owner field wont do it as you are experiencing right now. From the top of my head I am thinking in these options:

1. Point and Click option:

Create a custom field on the account object and populate it with the Id of the current owner.
Create a custom email field and populate it with the owner email.
Create a workflow rule that will trigger if the owner Id is different to the custom owner id.
Send the email using the custom email field of the account as recipient.
Update the custom owner id field with the new owner id so when the owner is changed again another email will be sent.
Update the custom email field with the new email address.

2. Custom:

Create a trigger that will evaluate the old vs new state of the record if the owner id is different sent the email.

I hope this can help you.

Alert account owner that an account has been removed from their name

Data Management

Aprendizaje relacionado

Más ayuda