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Carolyn Carolyn
Where to put a clear coach email action so if it is changed to a queue it's cleared out
Using below code in a process builder created a new criteria that checks if the Case owner has changed also fixed error which i was getting when changing owner to queue
Now i have to figure out where to put a clear coach email action so if it is changed to a queue it's cleared out
AND(ISCHANGED([Case].OwnerId) ,NOT(BEGINS([Case].OwnerId, "00G")))
Now i have to figure out where to put a clear coach email action so if it is changed to a queue it's cleared out
Greetings!
You can create the workflow email alert to send an email notification whenever the criteria met.
Please follow the steps given in the below blog to create the workflow email alert:
https://automationchampion.com/tag/email-alert-salesforce/
Kindly let me know if it helps you and close your query by marking it as solved so that it can help others in the future.
Warm Regards,
Shirisha Pathuri