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Topics#Sales And MarketingMaureen Crockett's Question
Maureen Crockett asked in #Sales And Marketing
May 1, 2013, 6:26 PM

Best Practice for Automatic Email Sends That Should NOT Be Sent

 Currently, when we mark an Opportunity "Sold", it generates an email notifying our division users of the sold case. What happens sometimes is that when we do data clean up and merge multiple records into one, Salesforce recognizes the Sold Opportunity on the record as new and generates the email (even for cases sold several years ago). Turning off the rule or automation is not an option, but generating these emails for cases sold in the past can't continue to happen. 

 

Any thoughts, suggestions or ideas are welcome!

1 answer
  1. Rhonda Ross (Aristotle)
    May 11, 2013, 4:56 AM
    Add ISCHANGED( StageName) as part of your workflow formula.  If you are currently using criteria instead of a formula to trigger the workflow, you will need to convert over to a formula in order to use the ISCHANGED function.  If you need help doing this, post a screenshot of your workflow criteria and we can help you convert it over.
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