I am trying to add the formulae in the workflow mentioned below:

AND( ISCHANGED (Account.Name),OR( ( Account.Type  =  'Client'))) 

but it shows the error as Error:

The ISCHANGED function cannot reference the Account.Name field

Basically I trying to do here is when I change the account name field on contact and account type field on account is client,the contact owner should get an email alert.

The account name is a lookup value here. Can you suggest me a correct formulae?

  • Can i use here a previous value formulae. Please suggest!! – kunal gupta Sep 29 '15 at 14:24

According to this post on the Salesforce Developer Forms, you are able to use the ISCHANGED() formula in a workflow, only when the workflow is set to Evaluate the rule when a record is: created, and every time it’s edited.

You could try something like IF((PRIORVALUE(Account.Name) == Account.Name), ..., ...). That may work in your context.

  • I have already used the condition as Evaluate the rule when a record is: created, and every time it’s edited,still I am getting the same error.Can you suggest me another formulae – kunal gupta Sep 29 '15 at 14:41
  • I have edited my answer to include a suggestion on an alternative method. – battery.cord Sep 29 '15 at 14:49
  • Can you tell me the exact formulae – kunal gupta Sep 29 '15 at 14:55
  • 1
    So you are trying to run a workflow rule when the Account is changed on a contact, or are you trying to update the contacts when the Accounts Name is changed? – battery.cord Sep 29 '15 at 15:42
  • 1
    Try removing the .Name section of the workflow rule, as you are trying to check a value which the workflow rule does not have access too. Your formula will likely look something like AND(ISCHANGED(Contact.Account), Contact.Account.Type == 'Client'). – battery.cord Sep 29 '15 at 15:52

Try using the formula with AND(ISCHANGED(AccountId), Contact.Account.Type == 'Client')

As mentioned in the earlier post, please ensure the evaluation criteria is set to created, and every time it’s edited

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.