Skip to main content
Topics#Data ManagementPergunta de Rochelle Montney
Rochelle Montney perguntou em #Data Management
9 de abr. de 2014, 20:24

How do I alert a user's opportunity team member (credit analyst) on an email alert?

I'm creating a new email alert and I need to add the "User's" Default Opportunity Team Member 'Credit Analyst' as the recipient.  I cannot figure out how to "dig down" that deep.

 

Thanks!
13 respostas
  1. Rochelle Montney
    23 de jan. de 2015, 19:28
    Found a work around - had to create a WFR for each Region (since each region has their owne Credit Analysts).  Just incase anyone needs the code it looks like this:

     

    For North America:

     

    AND( 

     

    ISPICKVAL(Status__c,"Open"), 

     

    ISBLANK(Credit_Approval_Date__c), 

     

    OR( 

     

    ISPICKVAL(Account__r.socpl__Billing_Country__c,"USA"), 

     

    ISPICKVAL(Account__r.socpl__Billing_Country__c,"Mexico") 

     

    ) 

     

    )

     

     
Escrever uma resposta...
0/9000