I have a requirement to track the changes happening on opportunity object and all the field updates to be send to two managers to keep a track on changes happening. The challenge is that, the manager names are on the opportunity and i should be able to set those field values (Users) as the recipients for which I am stuck
Question
How to create individual notifications upon Salesforce opportunity field updates
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+14- Zapier Orchestrator & Solution Partner
Hi
Good question.
Help article about Zap Basics that may be helpful: https://help.zapier.com/hc/en-us/articles/8496257774221
+9- Zapier Staff
Hey there,
Hmm, are you able to clarify your desired workflow a bit for us? Knowing any actions or triggers you’re currently using as well might help us understand your current setup and recommendations. Sometimes it helps to explain "When a record is updated in Salesforce [trigger], do that in blank app [action]." 🙂
The resource Troy shared above is a great place to peruse some questions that come up often too! Looking forward to digging into this with you! 🤗
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