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Jagadees
Can I send an email notification when a lead is shared manually?
I have a profile "abc" which has no access to create a lead but can edit a lead. Now a user under profile "xyz" manually shares a lead to a person under "abc" profile. Here I have two questions -
1. Can the person (under ABC profile) to whom the lead is shared be notified via email? If so how can I make this dynamic? How to set the Email template for this?
2. Can the person (under ABC profile) to whom the lead is shared, unshare the lead once he is done acting on the particular lead? Else only the person who shared can do this?
How to achieve these?
1. Can the person (under ABC profile) to whom the lead is shared be notified via email? If so how can I make this dynamic? How to set the Email template for this?
2. Can the person (under ABC profile) to whom the lead is shared, unshare the lead once he is done acting on the particular lead? Else only the person who shared can do this?
How to achieve these?
You can write a batch apex on LeadShare Object to send an email when a lead is shared manually.
Select RowCause from LeadShare
If RowCause= Manual means its shared manually.
Thank you. Let me research on this now.
Do you have any idea on Point 2 [Can the person (under ABC profile) to whom the lead is shared, unshare the lead once he is done acting on the particular lead? Else only the person who shared can do this?]