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NAlmola
If certain account creates case, emails must go to predefined contacts
When a particualr Account say ACME creates a case and it is from a particular department, we have a predefined set of email addresses whom need to be copied into the case email correpsondence. This includes any customer associated email workflows for the case. i.e.
1) Autoresponse (customer)
2) Under Review (customer)
3) Case Assignment (internal)
4) Tech acknowledgement (customer)
5) Arrival Onsite (customer)
6) Complete (customer)
Our old system outside of Salesforce was clever enough to do this and in comparison is less powerful a tool than the product.
1) Autoresponse (customer)
2) Under Review (customer)
3) Case Assignment (internal)
4) Tech acknowledgement (customer)
5) Arrival Onsite (customer)
6) Complete (customer)
Our old system outside of Salesforce was clever enough to do this and in comparison is less powerful a tool than the product.
There should be 2 Wroflow rules -
- To update hidden email field in case, as per the type of Account/customer
- To send email to the specific email ID
Does that help? Please let me know if you need more clarity.All Answers
There should be 2 Wroflow rules -
- To update hidden email field in case, as per the type of Account/customer
- To send email to the specific email ID
Does that help? Please let me know if you need more clarity.1) Name: Watchers_c, Field Type: Picklist
2) Name: Watchers_Email_Formula_c, Field Type: Formula
3) Name: Watchers_Email_Account_c, Field Type: Email
So depending on which value is selected on the Watchers, the appropriate email address will populate field No. 2 and then the 3rd one should update with the value.
Problem is, I can't seem to get the workflow to conduct the field update for the 3rd field. The criteria's are as follows
Evaluation Criteria: "Evaluate the rule when a record is created, and any time it’s edited to subsequently meet criteria"
Rule Criteria: "Case: Case Originequals,Email - Service,Phone - Service,Other - Resource"
You need to be aware of workflow's evaluation criteria - so try changing the value of Watchers__c to anything OTHER than Email - Service, Phone - Service, Other - Resource, then save it. Now, change this field again, and set it to one of the values - Email - Service, Phone - Service, Other - Resource. Now save it. The Wachers_Email_Account__c should be populated now.
Works?
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Abhi