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.
답변 4개
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?
