Alert me to bad records

posted Apr 14, 2016, 11:23 AM by Ezra Kenigsberg   [ updated Apr 14, 2016, 11:24 AM ]
Q: "How can Salesforce alert me when I've got problematic records? Without Workflow, Process Builder, Flow, or Code?"

A: Subscribe, baby, subscribe. Salesforce has a great, underrated feature in the "Subscribe" button on Reports:

If I have a Report that shows me problematic records (eg, unpaid invoices), I can tell Salesforce to ONLY notify me when that Report's got records:

This is superior, imo, to Workflow, Process Builder, Flow, or Code because
  • end users can set it up;
  • I can save Workflow, Process Builder, Flow, or Code for admin-level functions; and
  • it doesn't count against Workflow, Process Builder, Flow, or Code limits.
And it's better than "Schedule Future Runs" because it's only sent when criteria are met.
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Ezra Kenigsberg,
Apr 14, 2016, 11:24 AM
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