Steps needed to send automated email when Account Name is updated in Salesforce? | Community
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August 14, 2013
Question

Steps needed to send automated email when Account Name is updated in Salesforce?

  • August 14, 2013
  • 1 reply
  • 545 views
I'm trying to set up a campaign that sends an automated email to a lead when their account name is updated in Salesforce. What steps can I take to do this? What trigger could I use to send an automated email to a lead when their Account Name is updated in Salesforce?
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1 reply

August 14, 2013
Your smart campaign's smart list tab would use the Data Value Changes trigger in which you would specify "Company Name" as the Attribute.  The flow tab would use the Send Email flow action.