function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
sgsssgss 

big deal alert

Big Deal Alert : -
If your opportunity stage is in 'negotiation/review' stage, send an email to the opportunity owner indicating a big deal is being created. Big deal amount should be greater than 50k. Create email template also.

I dont want to execute this using workflow. I want using big deal alert property. Can anyone help?
Best Answer chosen by sgss
mritzimritzi
Go to Set up -> Email Templates -> Create an Email tempate on Opportunity object with relevant text and merge fields.
Create a Workflow on Opportunity object:

Evaluate the rule when a record is : created, and every time it's edited
Run this rule if the : Formula evaluates to true
 Formula : ISCHANGED(StageName) && ISPICKVAL(StageName, 'negotiation/review')
(Assuming the field Api Name is 'StageName', use correct Api Name that you need in your case)
Save

Create Immediate workflows action -> Email Alert -> Use the email template you recently created -> Recipient type -> 'Owner'

Save after completing all required fields , mark the Workflow as Active.
Done.

Please mark this as BEST ANSWER, if this helps sove your problem.