Opportunity notification

[Sakil_Ahmed]

Hi All,

I want- If I added any Sales Employee under the sales team in opportunity.

Can It's possible that he will get any notification?

[cc4f00ba-6b54-403d-bf1c-3]

Hello Sakil,

You can create a Workflow Rule with the following conditions:

1) Condition: Sales Employee ID not equal to empty

2)

The workaround you would need to make would be to always choose the Role of the Sales Team as Sales Responsible Employee.

Regards,

Gabriel

[Sakil_Ahmed]

Hi cc4f00ba-6b54-403d-bf1c-3233ad7ff438,

Thank you for your valuable reply.

But In work flow under Opportunity BO I am not able to find the Sales Employee ID field.

Can you please help me on this?

Regards,

Sakil

[cc4f00ba-6b54-403d-bf1c-3]

Hello Sakil,

No problem - glad I'm being able to help.

I thought further on your business case and I want to propose a different solution.

My new idea is for you to create a field in Header of Opportunity called 'Sales Employee Added' as an Indicator.

This way, when the Sales Employee is added to the Sales Team facet/tab, you will manually change 'Sales Employee Added'.
As a result of changing manually 'Sales Employee Added', this will trigger a workflow rule in which a notification will be sent to the Sales Employee.

Steps to create new Field 'Sales Employee Added' to Header of Opportunity:

Start Adaptation > Add field in Opportunity's Header with:

business context: Opportunity

label: Sales Employee Added

technical name: SalesEmployeeAdded

type: Indicator

default value: no (empty)

Steps to create Worflow Rule:

See if this approach helps.

Regards,

Gabriel