In our industry Account names change fairly regularly. The training has been to send a chatter to various teams when this happens as we need to update the Account Name, Opporutnity Name and a custom related object name to match. Instead, I want to automate an email alert to go out to all parties that need to know if the Opportunity Name is changed as people will not alway remember to do this and it is very important. I started building this out but am getting stuck on the formula needed for this workflow.
What I need:
If Stage = Customer or Customer Pre-Install and the Opportunity Name is changed - trigger workflow.
Can anyone offer some assistance with this?
2 answers
Jessica, your workflow rule formula will simply be this:
AND(
ISCHANGED(Name),
CASE(
StageName,
'Customer', 1,
'Customer Pre-Install', 1,
0
) = 1
)
That's it!
Remember to use the second evaluation criteria:
created and everytime it's edited (2nd option)
