I know I can use a workflow to create the follow up task but the sales manager has asked if instead these condition would simply trigger an email reminder to the sales rep to create the future task.
I've tried using workflow on Task Object but there is no Email Alert option, and I've tried the Account object but can't see any Task related trigger fields.
TIA, Roger
답변 3개
Roger,
I think (for now) you will have to approach this on a programmatic way.
There is an Idea for the topic that will be implemented on the next release:
https://success.salesforce.com/ideaView?id=08730000000BpAuAAK
Regards.