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Vetriselvan Manoharan
Time based trigger
Hi All,
I want to write a time based trigger on Lead object. I will explain my requirement
If the lead rating is set as "Hot" it should be acted within 1 business day, else will should send an email.. Similarly "Warm" it should be 5days..
I want to write a time based trigger on Lead object. I will explain my requirement
If the lead rating is set as "Hot" it should be acted within 1 business day, else will should send an email.. Similarly "Warm" it should be 5days..
Create a workflow and select the third type - Every time the record is edited and subsequently meet the criteria
Set the criteria as - Rating Equal 'Hot'
Save and then create a time trigger which should be - 1 day after rule triggerred date
Save and create an email action - as required
Hope this helps.