function readOnly(count){ }
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
+ Start a Discussion
priya bhawna shettypriya 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

Best Answer chosen by Admin (Salesforce Developers) 
Vinita_SFDCVinita_SFDC

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

Rahul_sgRahul_sg
You can write a WF rule on the Account object to send an email alert
Vinita_SFDCVinita_SFDC

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

 

 

 

 

 

 

 

 

 

This was selected as the best answer
priya bhawna shettypriya bhawna shetty

hi vinitha

thanks a lot