How to send notification to opportunity owner on some condition in Salesforce? - Forcetalks

Tagged: Custom Fields, Dependent Actions, Notification, Process Builder, Salesforce Opportunities, Trigger, Workflow Action

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How to send notification to opportunity owner on some condition in Salesforce?

Posted by Deepak on September 4, 2019 at 1:04 PM

I have to send notification to the opportunity owner if opportunity is inactive for 2 days.

Laveena replied 6 years, 8 months ago 2 Members · 1 Reply
1 Reply

Laveena

Member
September 5, 2019 at 5:20 AM

Hi Deepak,

You can achieve this functionality by having time dependent action in process builder or time dependent workflow action.

The criteria for step will be if opportunity status is InActive and Last Activity change date field is updated then trigger a time dependent action in process builder by having a criteria like after 2 days of Last Activity Date.

Try to create one custom field. I have tried this by creating one custom field called Last Activity Date and i am able to select that field from the drop down.

Thanks

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