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Topics#Sales And MarketingPergunta de Hien Ferber
Hien Ferber perguntou em #Sales And Marketing
2 de fev. de 2020, 06:00

Workflow rule wrongly triggered

My team has a workflow rule that triggers an email alert when someone changes a closed won opportunity's amount. But whatever changes are made to such an opp, amount or no amount, will trigger this email to many teams in the company. It's especially bothersome when we need to do a mass update for hundreds of opps and forget to turn off the WF rule. Why would the email be sent out when the formula only includes specific fields like below?

 

AND( ISPICKVAL(StageName, "Closed Won"), OR( ISCHANGED(Amount), ISCHANGED(Annual_Recurring_Revenue_ARR__c) ) )
3 respostas
  1. Amnon Kruvi (The Architech Club)
    2 de fev. de 2020, 07:55
    Hi Hien, 

     

    This formula definitely looks correct - it should only trigger when either the amount or annual ARR change. So two questions:

     

    1. What affects the annual ARR field? It sounds like it may be a formula or other auto-calculated field

     

    2. Could there be any other automation tool that sends out the same email template? 
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