custom workflow with email alert

Tim McCleary

Good afternoon,


I am looking to implement email alerts to user(s) when the status of an opportunity record changes. I thought this might be possible with a custom workflow/email alert, but the documentation lets me down and it isn't clear if/how this might be possible. Any suggestions? guidance?

James Adams

This might help - I did something similar to send an email notification when there's interaction activity on a Board members record. Have you built a user-defined data list? There's a second sub-tab on the "Set save options" tab. You'd want the second option listed - "Allow this datalist to be used for feed alerts". After that's all set, go back to the Custom Email area and this data list can be used to trigger a custom email.



Hope that helps!