When a Web-to-Lead Lead is created, it is triggering an assignment rule that assigns the Lead to a single person.
I can send that person an email notification, but what I would really like to do is send that notification to a group email. Or to CC: a group email.
The trick is that this is Professional Edition, so I don't have access to workflows.
Is there a way to do this in Professional Edition? I've found a solution that suggests handling this via the email provider, but I hope there is something a little more elegant within Salesforce.
답변 2개
If you have Workflow Rules in your Professional Edition org, you can set up a Workflow Rule Email Alert. Otherwise, you only have 3 choices:
1) assign the Lead to a Queue, and add the Users to the Queue
2) create a Salesforce User with an email address of a distribution list from your company (like support@). And assign the Lead to that User. This will use up a Salesforce license, but it might be less expensive than adding Worklfow Rules to your org.
3) Add Workflow Rules to your Salesforce subscription. It might be worth contacting your Salesforce Account Exec to see what kind of a pricing deal you can get.
