Since Salesforce limits which objects can be referenced within an email alert, I'm needing to initiate an opportunity through criteria based on the account object.
Use Case: Whenever a foundational partner is assigned (within the account object), send email alert to that foundational partner group that references the opportunity.
Fields in question:
CIA_Partner_Type__c(formula to the account
I've tried to initiate the process via the formula field, then realized I was unable to do that. I then tried to initiate it via the "partner_type__c" on the account object, still didn't work.
ISCHANGED([Opportunity].Account.Partner_Type__c && ISPICKVAL([Opportunity].Account.Partner_Type__c, 'Test')
and also tried without the
ischanged part, but no go.
I know I could solve this by creating the process within the account object, but then I wouldn't be able to reference the opportunity on the email alert. Any way to solve this dilemma?