I am trying to send an escalation email to the respective Lead Owner if there is no activity was takes for last 7 hours.
for an instant, I have a Date/Time field name "MQL_Date_c" = 04/09/2018 10:31:52 AM, if there is no activity for next 7 hours an escalation email should send to the respective Lead owner to take necessary action.
Can someone help me set the "Rule Criteria"
Thanks in advance.
4 件の回答
Hi Manoj,
Set your Evaluation Criteria to created, and any time it's edited to subsequently meet criteria (3rd option)Rule Criteria: formula evaluates to True and formula is
NOT(ISBLANK(MQL_Date__c))
Add Time Trigger
7 hours after MQL Date
Add your time dependent email alert action and select Email Recepient type as Lead Owner
Save, Done and Activate the workflow rule
PS: You may need to add other conditions to the formula if the rep takes action on the record wiothin 7 hours of MQL Date, do they update something on Lead record if they have take action within 7 hours?
