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?