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C4C - How to send notifications when owner/sales employee changes

umamahesh_t
Explorer
0 Kudos

Hello all,

We have a scenario where business wants to send emails to employees when the owner or sales employee is changed in a Lead. If it is a code list, then we could have used the "before chage" feature in workflows but for owner field this does not help.

Using workflows and KUT, how can we achieve this? We do not want to use technical enhancements for this.

thanks

Mahesh

Accepted Solutions (1)

Accepted Solutions (1)

victor_bertucci
Employee
Employee

Hello Tatini,

I hope this message finds you well.

I would like to provide two KBAs that can help you to achieve the desire scenario.

2646193 - How to Create a Workflow to Notify Based on Field Change

2560265 - Changing the Owner of a Lead does not Generate Notifications for the New Owner

Both are about Notifications; however, you can set it to email notifications.

I suggest you checking the box “send e-mail always” that will trigger the email notification even if you change the owner from employee A to employee B and after that, revert the owner to A.

I appreciate if you may have a look on those KBAs and perform some validations tests on your side. Please feel free to reach us in case you have any questions.

In case you are still not able to send e-mail when the owner is changed, please, feel free to raise an incident to further analysis.

Thanks in advance and best regards,

Victor

Support Consultant, SAP Product Support

Community: SAP Hybris Cloud for Customer: https://www.sap.com/community/topics/cloud-for-customer.html

Answers (1)

Answers (1)

umamahesh_t
Explorer
0 Kudos

Thank You Victor. I will mark this as answered.