How To Send Notification to Specific Emails Depeding on the Account Selected on the Lead and Run Assignment (Doc ID 2183611.1)

Last updated on SEPTEMBER 17, 2016

Applies to:

Oracle Fusion Sales Cloud Service - Version 11.1.10.0.0 and later
Information in this document applies to any platform.

Goal

On : 11.1.10.0.0 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)

 

Solution

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