Monday, 13 April 2015

Sending a mail to Opportunity Owner when stage changes

Hi Guys,

This is straight forward and simple one. We can achieve it both ways by trigger and workflow. It is always suggested to go by salesforce standard functionality(Workflow) .

Note- Opportunity owner should be notified only when stage is changed.(Stage should have some value) .

Step-1: Create Workflow.
Step-2: Choose Evaluation criteria as defined below.

Note:- Ischanged formula supports above evaluation criteria.

Step-3: Choose Rule criteria as "Formula Evaluates true".
Step-4: Add below formula.


Step-5 Create email alert and choose email template.
Now we are ready to test. Waiting for your test results


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