My dilemma: In my org we have mentors that submit details to salesforce when they have meetings with students. It is important for our staff to review those submissions and they typically do. However, there was nothing in place that alerted the mentors that staff had reviewed their submissions and we were getting a lot of emails from mentors asking staff if they had reviewed their submissions.
My solution: create a checkbox next to submissions called "Notes Have Been Reviewed by Staff" and create a workflow rule that when checked triggers an auto-response email to mentors that lets them know when staff have reviewed their submissions.
I've included a screenshot of the workflow rule. It looks correct to me, but when we test the checkbox with a dummy account no email goes out. I feel a little crazy here.
5 respuestas
By editing an existing dummy record. it is in production and activated.
