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    VDL
    Notification to Primary Contact of Org if any other contact...
    Topic posted November 22, 2019 by VDLSilver Medal: 2,000+ Points 
    12 Views, 1 Comment
    Title:
    Notification to Primary Contact of Org if any other contact of org raise incident
    Summary:
    Notification to Primary Contact of Org if any other contact of org raise incident
    Content:


    Notification to Primary Contact of Org if any other contact of org raise incident. How can we achieve this?

    Comment

     

    • Dev Aditya

      Hi ,

      You can implement the steps given below to achieve this requirement

      1. Create a custom field in Organization- Primary Contact ID. Store the contact ID of primary contact in that field.

      2. Write a CPM which- 

          - will pick up the contact ID of primary contact ID from the custom FIeld created in step 1

         - Assign that contact as secondary contact of incident

        - Trigger mail to 'Sender' through business rules. As primary contact of Organization is attached as secondary contact of incident, he/she will also receive mail in carbon copy

      3. If required, in the same CPM, you can write a code to remove the secondary contact after one mail is triggered to the primary contact of Organization.

       

      I hope it helps.

       

      Thanks,

      Dev