I've created a Process that kicks off an email template to desired recipients based on requirements.
Email Template
Simple Template to let certain departments know of an updated field in Salesforce.
The account, {!Account.Name}, has agreed to mandate Company.com service on {!Account.Mandate_Start_Date__c}.
Account Details {!Account.Link}
Account Rep {!Account.OwnerFullName}
Account Region {!Account.Region__c}
Salesforce Automation
This will provide the necessary info to each department.
Email Alert
Two Alerts have been created, one for Marketing and one for Support. The email templates are sent to the managers of each department.
Example of the Marketing Alert
Email Alert Detail
Description - Email Marketing of Mandate Service
Email Template - Marketing Notification of Mandate Service
Unique Name - Email_Marketing_of_Mandate_Service
Object - Account
From Email Address - Default Workflow User's email address
Recipients - Role and Internal Subordinates: Director of Marketing
Additional Emails -
Lightning Process Builder
The process builder kicks off the alerts based on some filters.
Marketing needs to know immediately and Support needs to know on the date populated in Salesforce.
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