How To Send Notification to Specific Emails Depeding on the Account Selected on the Lead and Run Assignment
Last updated on APRIL 07, 2018
Applies to:Oracle Fusion Sales Cloud Service - Version 184.108.40.206.0 and later
Information in this document applies to any platform.
On : 220.127.116.11.0 version, Leads, Sales Campaigns
Lead Generate Email Notifications Base on Run Assignment and The Account Selected
Business Requirements Are:
1 - Lead Is Created and An Account is Selected > Automatically populate A Custom Field(AssignmentEmailId_c) with 2 email addresses Deppending on the Account .
If Account Id = 30000000xxxxxxx set AssignmentEmailId_c with NameY@email.com
If Account Id = Anything else set AssignmentEmailId_c with NameX@email.com
2 - Set Value ASSIGNED on a Custom Field(CopyAssignmentStatus_c') if and only if the Run Assignment is Run or If you manually add a Resource in the Team.
3 - Base on the Above Make a Object Workflow Notification, that will fire only Run Assignment Happens or Manually Adding Resource(Like Change to Owner that is not in the team)
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