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Brittany HartBrittany Hart 

Work Flow Assigned to Account Team Member

Hello,

Is it posible to create a task workflow rule assigned to a specific Account Role User? For example, I want to alert the person who holds Account Exacutive on the account team when a field has been updated. as anyone donw this in Apex? Is there common code available for this?

Thanks,

Brittany

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One way to do this is to create an email field on the object where you do the field update and populate this field with the email address of the account executive using a trigger. You can then create a workflow email alert and include the account executive as a recipient using the email field. Let me know if this helped you.

 

Regards,

 

Arun