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Shauna Davies 72Shauna Davies 72 

Can I create an Email Alert on an Opportunities creation when required & Not Required fields are not filled in?

I want to kick out an Email alert when a New Oppportunity gets created and the following fields are missing:

Type
Amount
Software Deal Type

The first two are required Fields, the third is not.  I am not sure if this is possible.
VinayVinay (Salesforce Developers) 
Hi Shauna,

Yes you can do using workflow rule and trigger an email alert whenever a new record is created. 

https://help.salesforce.com/articleView?id=customize_wf.htm&type=5#:~:text=Workflow%20lets%20you%20automate%20standard,in%20an%20if%2Fthen%20statement.

Include all the required fields in email template.
https://help.salesforce.com/articleView?id=customize_wfalerts.htm&type=5

Hope above information was helpful.

Please mark as Best Answer so that it can help others in the future.

Thanks,
Vinay Kumar
Shauna Davies 72Shauna Davies 72

It is not firing based on the Criteria.  It just needs to fire if any one of the three is blank.  Two a piacklists thought.
User-added image

Since it is not firin on creation with criteria, I have been trying a formula with ISNEW, but the three fields are "Amount" Which would be an ISNULL or ISBLANK, and the other two fields are picklist fields, so I would need to do something like this:

AND(
ISNEW( Id ),
NOT(ISBLANK(Amount)),
NOT(ISPICKVAL(Type,"Software Sale - Cloud Subscription")),
NOT(ISPICKVAL(Type,"Software Sale - Perpetual License")),
NOT(ISPICKVAL(Type,"Software Sale - On Premise Term License")),
NOT(ISPICKVAL(Type,"Cloud Trial")),
NOT(ISPICKVAL(Type,"Professional Services Sale"))
NOT(ISBLANK(Software_Deal_Type__c,"New Logo")),
NOT(ISBLANK(Software_Deal_Type__c,"Radiation")),
NOT(ISBLANK(Software_Deal_Type__c,"Add On")),
NOT(ISBLANK(Software_Deal_Type__c,"Cloud Upgrade & Services")),
)

If I open a support ticket, is this something they can help with, or will they redirect me here?
VinayVinay (Salesforce Developers) 
Hi Shauna,

Add below formula in Rule Criteria under 'formula evaluates to true'. 
OR(ISBLANK(TEXT(Software_Deal_Type__c)),
ISBLANK(TEXT(Type)),
ISBLANK(Amount)
)

Please mark as Best Answer if above information was helpful so that it can help others in the future.

Thanks,