Automation in Solution is another important topic. It is actually used to let the Solution Manager know that a new Solution is created in the organisation. We can have a look how we can automate this process with workflow. Again I always believe in Use Cases as use cases are the best way to understand a concept in Salesforce. So here comes the Use Case –
Use Case –
In the organisation “XYZ Corporation”, Jonathan Sasse is the Solution Manager. He should be notified through an email every time a new Solution is created in the organisation.
Implementation –
- Create a new email template first with the name “New Solution notification to Solution Manager” as –
- Create Workflow Rule –
- Click on Setup | Build | Create | Workflow & Approvals | Workflow Rules.
- Click Continue.
- Click New Rule.
- Choose Solution from the dropdown for the object and click on Next.
- Select Rule Name as “Notify Solution Manager” and put description as “Workflow rule to notify Solution Manager when a new rule is created.“.
- Under Evaluation Criteria, selected Created radio button.
- Under Rule Criteria, select Run this rule if the following criteria are met
- Choose Solution: Solution Status equals Draft as shown below –
- Click Save & Next.
- Click Add Workflow Action | New Email Alert
- Put “Send email to Solution Manager” as description. Then select the newly created email template i.e. New Solution notification to Solution Manager.
- For Recipient Type Search for User and select Jonathan Sasse from the available recipients.
- Click on Save.
- Recommendation: Since sending an email is done through Workflow, there is no way to track this activity. So it is always better to create a task with status “Completed“, assigned to Solution Manager. This should be done as a Workflow action and intention is to track that email was send to the Solution Manager.
- Finally click on Done and click on Activate to activate the Workflow Rule.
Done. Any feedback, please let me know. Thanks.
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