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Topics#Data ManagementPregunta de Jessica Schram
Jessica Schram (HomeStars) preguntó en #Data Management
2 abr 2018, 14:04

Creating an email alert for activities on a Lead Object

We have an "User" that auto-writes activities onto the Lead Object when an event happens on our website. We need to be able to create a process that send an email to the Lead Owner when an activity has been written on a lead they own.  I was stumped and reached out to Premier Support to assist.  They pointed me to the community as this is not currently possible.  Has anyone used an App to accomplish this?  Any additional ideas?  Thank you!
1 respuesta
  1. Ed Ruzol
    3 may 2018, 00:28
    Hi Jessica,

     

    It should be possible to send an email to the Lead owner based on a created Task/event within the Lead. It will require you to create a Process Builder on the Task object which updates a dummy field on the Lead (Let's say a Date/Time Field) whenever the Task is created within a Lead (criteria to use is NameID or WhoID starts with 00Q). Once the field is populated, you can create another Process starting on the Lead object which checks if the dummy field is changed, and sends an email alert to the Lead owner. My concern here is if the first process will detect the creation of the activity since it looks like it's not being created manually, but you can still try this though.

     

    Thanks!
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