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We have a unique situation now as we are transitioning to 2 separate SFDC instances and the business is not interested in SF to SF Connection. So at this point, once a deliverable is generated by the demand gen team in instance 1, I have to either add or update the contact in the corporate instance for the sales reps to follow up on. I need an email alert to go out to notify the rep and sales ops after I do this.

    AND(
ISPICKVAL(Sequence_Stage__c, "Deliverable"),
ISPICKVAL(Contact_Status1__c, "Teleprospecting Qualified"),
LastModifiedDate = NOW(),
LastModifiedById = 'MY SFDC USER ID'
)

This workflow criteria is not triggering the email. How can I modify so that it triggers? I have this workflow set to eval upon creation and any time it's edited to meet criteria. Should I use PB instead of workflow?

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  • 2
    Can you try taking the "LastModifiedDate = NOW()," condition off? now() gives you the timestamp of that instance including seconds. If there is a delay of a sec in your process, it wouldn't fire.
    – Anurag
    Nov 4, 2019 at 19:50
  • Are you trying to trigger an email from instance 2 based on the changes to the record on instance 1? Also, have you checked the Debug Logs by navigating to Setup > Debug Logs and checked the reason for emails not being triggered? Is it that the criteria is not being fulfilled?
    – Jigar Shah
    Nov 4, 2019 at 20:06

1 Answer 1

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I recommend removing the LastModifiedDate and LastModifiedById conditions within your Workflow rule criteria. Also, the LastModifiedById should be compared with an ID field i.e. a Salesforce Id of the User record for the MY SFDC USER ID user, instead of comparing it with the name of the user.

Remove these from your rule criteria and the workflow should execute I believe. If it does not, please share the Debug Log snapshot to understand the issue better.

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  • It was my actual ID, I just removed it for the post and added MY SFDC USER ID for this post. I am going to remove the last modified date and user and test that. I just don't want it to trigger unless I am the one adding the deliverable to instance 1. I will mark this as answered if the removal of those fields fixes it.
    – Laura
    Nov 4, 2019 at 21:14

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