If a record meets one criteria, an email should be sent. If the record meets a different criteria, a task should be created. It is possible that a record meets both criteria.
What is the recommended solution for this scenario?
A new VP of sales joined TrueGlobal Inc. TrueGlobal uses Salesforce for managing their global sales operations. The VP of sales wants to receive an email alert if a deal stage is changed to Closed Lost and the amount was greater than $1,000,000. What evaluation criteria should the administrator choose while creating this workflow rule?
If a record meets one criteria, an email should be sent. If the record meets a different criteria, a task should be created. It is possible that a record meets both criteria.
What is the recommended solution for this scenario?
Submit Cancel