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priya bhawna shetty
Email generation related
hello guys
can u pls help me out with this small scenario...
In Account standard object,i created one picklist field name status i.e active and inactive.so, my question is if i selected active in status picklist,an email has to be generated automatically..how do i approach this...pls help me out..
Thanks
Hello Priya,
For triggering an action on a specific condition we use workflows, where we define evaluation criteria, rule criteria and action.
So in your case these would be following:
Workflow ->On Account object
Evaluation criteria: Whenever a record is created or edited.
Rule criteria: Status equals Active
Action: Email alert
For further details refer: http://www.salesforce.com/us/developer/docs/api_meta/Content/meta_workflow.htm
All Answers
Hello Priya,
For triggering an action on a specific condition we use workflows, where we define evaluation criteria, rule criteria and action.
So in your case these would be following:
Workflow ->On Account object
Evaluation criteria: Whenever a record is created or edited.
Rule criteria: Status equals Active
Action: Email alert
For further details refer: http://www.salesforce.com/us/developer/docs/api_meta/Content/meta_workflow.htm
hi vinitha
thanks a lot