enter image description hereI have a requirement in which when I choose account type as client and any related contact's account name is changed,we want to send email alerts to the contact owner.

I tried to build using process builder since workflows would not support cross objects but the process builder only triggers when new records are created and the email is received.When I change the account name from an existing one to a different one,I donot receive the email alert.

There isn't any option in process builder to have the criteria Evaluate the criteria as 'created, and every time it’s edited' like in workflow. If I try using workflow,I am not able to choose the value for Account Name is Changed like in process builder.In workflows I get the options Account name is changed.

Please let me know how can I get the emails alert for the condition when the records are edited everytime in process builder.


Yes, see my screenshot below. you'll need to select the Object in your process to toggle this option, and will need to save as a new version.

enter image description here

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  • Hi James thanks, When I create a new record,I get the email alert but when I change the account owner form previous to a new value, I donot get the email alert. – kunal gupta Sep 29 '15 at 13:50
  • I tried to create a workflow which says: (Account: Type EQUALS Client) AND (Contact: Account Name EQUALS ISCHANGED (Account.Name )) still I donot get the email alert. What condition should I put in workflows? – kunal gupta Sep 29 '15 at 13:52
  • What are you rule criteria? I suspect the logic is not capturing the change. Also, what are your steps to changing Account Owner (Using the the "Change Owner" button? – James Sep 29 '15 at 13:52
  • Sounds like you need an OR in your logic ISCHANGED (Account.OwnerId) – James Sep 29 '15 at 13:53
  • James,Let me explain you from the scratch. When I change the Account name field on contact object and my account type field on account object is client,the contact owner should get an intimation regarding change of account name.I have attached the screenshot.. – kunal gupta Sep 29 '15 at 13:56

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