What is the best practice for change notification

[Former Member]

Hi experts

Our client mentioned that before they bought C4C, they used Excel sheets. And whenever a sales rep changed anything on the Excel sheet e.g. the account name or total contract value, they would send an email to their manager notifying him of the change they did. This actually sounds like a good business process considering they only had Excel sheets to work on.

But now that they bought C4C, I was wondering how that business process can be translated to C4C? My first assumption was they can always look at the Changes tab of each object to see what specific field was changed, from what value to what value, who changed it, and finally when. But C4C doesn't offer an email notification out-of-the-box whenever a change is done. Can you advise? Is it ideal to create an email notification via workflow rules? Is this even possible via workflow rules?

Thanks

[ankurgodre · Accepted solution]

Hello Denmar,

Have you explored FEED settings? There are options to subscribe to emails for changes on many objects, try it.

Another option is to create Email notification in Workflow rules, based on what field change should trigger the email.

Hope this helps.

BR

[former_member87164]

Hello Denmar,

will set up the Workflow Rule using the field Owner as an example.

1. Go to the Administrator's work center.
2. Click on the Workflow Rule view.
3. Click on New.
4. Select the Object ABC (ABC represents the object you want to use for the workflow rule).
5. Go to step 2 Define Conditions.
6. Add the field Owner in the group condition.
7. Select Compare Operator Not equal to.
8. Set the field With to Field.
9. Select the Owner.
10. Checkbox Value Before Object Change should be marked.
11. Go to step 3 Define Actions.
12. Set the Rule Type Notification.
13. The cancellation of Tasks should be Never.
14. Define recipient ABC (ABC means the recipient you wish to receive to notification).
15. Go to step 4 Review and click on Finish.

This setup can be performed also with different fields than the Owner.

Br,

Keshav