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Hi all,

I need to Notify (with mail or notifications) the new owner of an opportunity.

I know there is a checkbox that asks me if I want to notify the new owner when I chan ownership of an opportunity, but I have also automated process that change ownership.

 

I tried to do that whit a WorkFlowRules but seems that is not possible to use OwnerID in function like IS CHANGED or PRIORVALUE.

 

Can anyone help me?

 

Tks

1 commento
  1. 28 ago 2020, 10:45

    Please use process builder , you would get Ischange option for the owner id field.I have done similar in my current project though I have a better solution here.

    Rather than sending an email, You can create a chatter

    post.It has two benefits 1. It sends automatically notification.You don't need to write code for that 2. A chatter post gets created which is very helpful in many ways for example history tracking , you can add more people there.
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