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RobKretzRobKretz 

Workflow - Email Alert

Any help is appreciated in advance! 

 

So.. 

 

is there way in Salesforce to create a workflow rule that sends an email alert to a specific user  

 

WHEN.. 

 

Any time an opportunity is modified? I'm talking about SPECIFIC FIELDS that are modified. 

 

For Example: I'm a salesperson, and I just modifed the "Start of Production" field, or the"Amount" field. Ideally, the email alert would look something like this; 

 

Subject: Opportunity Modified 

 

Text: "Owner" just modified the "Start of Production" field, 11/27/12 at 1:10pm. 

 

 

Experts? Are you out there???? Please help. 

 

Beers on me. 

 

THANK YOU! 

 

 

-Rob 

Best Answer chosen by Admin (Salesforce Developers) 
TrimbleAgTrimbleAg

Change the evaluation criteria to "created, and every time it’s edited."

 

PB

 

All Answers

TrimbleAgTrimbleAg

Yes this is possible.

 

You would have to write a formula however using the ISCHANGED statement for those field.

 

Thanks,
PB

RobKretzRobKretz

Could you give me an example of what this would look like as a formula? 

 

This is alien to me.. 

 

Thanks 

TrimbleAgTrimbleAg

You might have to write a workflow for each field that you want to have notifications sent out on, or talk to someone smarter than I ;-)

 

ISCHANGED(Owner)

 

Then another workflow for the start of product

 

ISCHANGED(Start_Of_Production__c)

 

You can use the field lookup to get the exact field names that i used above.

 

PB

RobKretzRobKretz

When I'm setting up  the Rule Criteria in a Workflow Rule I'm selecting " Formula Evaluates to True" from the drop down Menu 

 

Now, I'm putting in the ISCHANGED(Start_Of_Production__c)

 

The error is: 

Error: Function ISCHANGED may not be used in this type of formula

 

 

 

 

Help please. 

TrimbleAgTrimbleAg

Change the evaluation criteria to "created, and every time it’s edited."

 

PB

 

This was selected as the best answer