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earthsterearthster 

Help disabling email alerts to account owners

Hi folks,

 

I know nothing about formulas, but am trying to learn on the fly.  I've run into a situation where I want to send an email alert to the account owner whenever a new contact is added to an account by someone other than the account owner.  For instance, one of our project managers might meet someone from Company X at a conference and enter their info into Salesforce.  I want the account owner to be "pinged" when this occurs so that they know new relationships that have been established.

 

The problem seems to be that there is no way (without using formulas) to prevent email alerts from going to the account owner when they enter new contacts into their own account.  Any suggestions on how to resolve this dilemna?  Many thanks in advance!

 

-Greg

PeanutmanPeanutman

Hi Earthster (Greg),

 

I think you should be able to do this with a Workflow Rule.

 

On Step 2 of the Workflow Rule, when you get to the Rule Criteria section, choose 'Formula Evaluates to True'.

 

I think the criteria you need is just: CreatedById <> Account.OwnerId

 

You then should be able to send an e-mail to the Account Owner an e-mail when a new Contact is created that he/she did not create.

 

Good Luck,

Eric