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RejonesRejones 

Formula for email alert

I want to create an email alert when the Picklist value for lead source equals Ceridian or Cross Sell and the Ownerid has been changed.

 

Additional info- We have a cross sell process where we load leads with dataloader each day and assign them to a cross sell queue an email alert goes out to the users in that queue letting them know that there has been a new cross sell lead created.  One of those users then goes in and changes the Lead Owner from the Cross Sell Queue to one of our users.  I need a specific email to go out when that happens. 

 

 

phiberoptikphiberoptik

Who is the email alert supposed to go to? There are limitations to this which may make it not possible to achieve.

 

Your workflow rule should use the Run Criteria when the formula is true:

 

AND(
          NOT(ISNEW()),
          ISCHANGED( OwnerId ),
          OR(
                   ISPICKVAL(LeadSource , "Ceridian"),
                   ISPICKVAL(LeadSource , "Cross Sell")
                  )
)

 

The Evaluation Criteria of the workflow rule will have to be "Everytime a record is created or edited" in order for this to work.