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Ravisankar
Automated email to case owner if it is not modified for certain period
hi
I want to send an automated email to case Owner when the case Status field is not modified for certain period of time?
Could you please suggest the best way to achieve this?
Thanks
Ravi
I want to send an automated email to case Owner when the case Status field is not modified for certain period of time?
Could you please suggest the best way to achieve this?
Thanks
Ravi
Above requirement can be achieved through workflows without any coding.
Below are the steps
----------------------------
Create a workflow rule.
Set Evaluation Criteria: When a record is created, or when a record is edited and did not previously meet the rule criteria.
Set the criteria of Closed equals False
click the Add Time Trigger button. Set the trigger to 2 days after Last Modified Date.
Add a Time Dependent Workflow Action - create your email alert.
Done & Activate.
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Thanks and Regards
Sandhya
Thanks for your reply.
Can we achieve this using Entitlement processes in salesforce? I was asked to acehieve this functionality through entitlement.
What if the user updates some other field within the 2 days (that is set according but not the status? Then the workflow won't get triggered, right? Can we use a custom field to capture the date the status is changed and use that for time trigger?
Thank you
Bhavana
Yes you can achieve this using Entitlement processes in Salesforce
I suggest you go through the below link which has detailed explanation and also an example.
http://www.edlconsulting.com/using-entitlements-and-milestones-to-develop-case-automation-in-salesforce-com/
Please accept my solution as Best Answer if my reply was helpful. It will make it available for other as the proper solution. If you felt I went above and beyond, you can give me kudos.
Thanks and Regards
Sandhya
That's true we can use custom field also.
Thanks and Regards
sandhya