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kmirakmira 

Alerts to only trigger once a day

Maybe someone can help me with this alert problem: Management wants alerts , BUT ONLY ONCE A DAY, not every time the record is edited.

 

An example of these alerts is:

BH Oppty changes by $150k and/or date is changed more than 30 days (OR) IS A KEY ACCOUNT and is CHANGED by any amount.  When the reps work a deal they are changing the Oppty many times a day, driving the upper Management crazy.

 

HERE IS THE FORMULA I have: 

Rule Criteria

 

 

 

 

 

 

AND(
CloseDate - PRIORVALUE( CloseDate ) > 30,
(OR( Amount > 150000, Account.Key_Account__c )),
CONTAINS( $UserRole.Name , "BH Eastern")
)

 

 

Is there a way to only trigger this once a day????

werewolfwerewolf
How about this:
  • Put a custom field on opportunity that notes the last notification day.
  • When you do your notification, also do a field update to set that notification time to TODAY().
  • Change the criteria in your workflow rule such that it only fires if that field's date is not equal to TODAY