How to notifiy the territory owner of new accounts in their territory.
Once a territory has been derived or added to an account, you would like to set up a notification to inform the territory owner.
You can achieve this requirement by using the workflow rules:
- Go to the Administrator work center.
- Go to the Workflow rules view.
- Create a New worflow rule.
- Step 1 : Enter Basic Data
Description : Add the name of the rule.
Business Object : Account.
Timing : On Every Save.
- Step 2 : Define Conditions
Field : Territory.
Value Before Object Change : Selected.
Compare Operator : Not equal to
With : Field Territory.
- Step 3 : Define Actions
Rule Type : Notifications.
Subject : New Account &1 in your Territory (to displaye the name of the account in the notification)
Place Holder : &1 : Name..
Recipient Determination : Sales Territory Team Owner.
- Step 4 : Review
The territory owner will then receive a notification every time an account is added in their territory.
KBA , SRD-CC , Cross Components , How To