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Zaide Ostrozubi email alert only on shared opportunities
We utilize Opportunity teams and only want to alert (email) the added opportunity team member when added to a shared opportunity and subsequently any changes in stage to only shared opportunities.
Spent two weeks working the Salesforce support on trying to get this right. The alert is currently sending emails to the oppty owner even though there is no added team member . We don't want the alert to go out everytime an oppty is created or edited... only if it a shared opportunity. Help please.
Spent two weeks working the Salesforce support on trying to get this right. The alert is currently sending emails to the oppty owner even though there is no added team member . We don't want the alert to go out everytime an oppty is created or edited... only if it a shared opportunity. Help please.
I dont think this feature is currently available. Kindly review below Idea link and vote for this feature.
https://trailblazer.salesforce.com/ideaView?id=08730000000JuZz
Hope above information was helpful.
Please mark as Best Answer so that it can help others in the future.
Thanks,