Skip to main content

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


Comments

Popular posts from this blog

Style in LWC

 Following are the ways we can apply in CSS in LWC. 1. Inline CCS Inline CSS is not recommended approaches, it is take highest priority among all CSS. style="color:green;font-size:10px;" is inline CSS added to div < template >     < lightning-card title = "Inline CSS" >         < div >             < div style = "color:green;font-size:10px;" > This is inline Style div </ div >         </ div >     </ lightning-card > </ template >  2. External CSS style can be applied to an elements such as h1, p,div span etc. It can applied to class using "." notation. for example .user{} It can also be applied to pseudo class.  for example .user:hover{} Id locator is not being used in LWC to apply style To apply external css, need to create separate CSS file, file name should be exactly matched with component name. for example - If component name is ...

How to Create/Delete file attachments(Content Document) through Apex ?

 There are 3 standard salesforce objects to store file attachments. Content Document, ContentDocumentVersion, ContentDocumentLink.  Here is the article to talk about these objects and relationship.  https://www.forcetalks.com/blog/contentdocument-and-contentversion-in-salesforce-an-overview/ ContentDocumentVersion ContentDocumentLink This post is all about how to create/delete content document though Apex. Here is code snippet // Insert Content Version record ContentVersion contentVersionRec = new ContentVersion(Title='filename',PathOnClient ='FileName.pdf',VersionData = bodyBlob,origin = 'H'); INSERT contentVersionRec; // this will insert one record in ContentDocument and ContentVersion , ContentDocument  is parent and  ContentVersion is child record // get contentdocument id contentVersionRec = [SELECT Id, Title, ContentDocumentId FROM ContentVersion WHERE Id = :contentVersionRec .Id LIMIT 1]; // Create Content Document Link record- This will attach ...

Lifecycle hooks in LWC

There are 3 phase of LWC component  1. Mounting  A. constructor, B. connnectedCallback C. render D. renderedCallback 2. UnMounting  A. disconnectedcallback 3. Error  A.errorcallback Note - render is not lifecycle hook, it is protected method of Lightning element class. Mounting Phase LWC Creation and Render Life cycle Constructor Method ·        This method called when component is instantiated and It flows from parent to child component. ·        Need to call Super() inside constructor method ·        Can’t access any component properties or child component because it’s not ready yet. ·        Host element can be accessed through “this. template” inside constructor method. ·        Don’t add any attributes to host inside constructor C   constructor (){          super (); //...