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When a Product Specialist field is completed they get an email notification

Michelle Plutto

We have a TSM who gets assigned to an opportunity and a Product Specialist at times who may also be assigned.  Either can enter the opportunity and I am trying to build a BPM to notify both users when the field Product Specialist is not empty.  Is this possible and if so please let me know the steps.  Thank you.

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    Hi Michelle,

    Yes, it's possible and relatively simple.  Without offending you, here are the steps I'd take:

    1. Create the email template you wish to use (I always include a link to the record so the user doesn't need to search for it).

    2. Create a Process that triggers when the field doesn't contain a value.  The coding of the start is dependent on the field type.

    3. Set the end-point to be "Send Message" with the "To" field being the Product Specialist, and the CC to the assigned TSM.

    FYI: I usually add myself as a BCC on new process emails so I may monitor the activity and make any changes that may be needed.

    Again, no offense intended.

    Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)

  • 0 in reply to Bud Hartley

    Bud, no offense, I figured it was possible but am confused as the actual format.  I was trying to use the field but am stuck. I thought it would be easy but when I started writing the bpm became stuck.

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