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I want to create a workflow Process which on create of a new Contact, checks conditionally if the Email address contains @yourdomain.com then if so a) alerts an administrator with a specific email with the details of who created it and when (also referencing the Contact record) then b) clears the Email field to at least prevent the emails from being synchronised. Please can someone give me a step by step guide on how I do this? Thanks
First step is to create a new Workflow with Contact as the primary Entity.
The default trigger will be on record creation, so we can leave this as it is.
Next, add a new step and select 'Check Condition' from the dropdown. In the dialog that opens, select 'Contact from the first dropdown', then 'Email' from the second, and 'Contains' from the third. In the text box, enter the portion of the email address to check on. Then save and close
Back on the main window, select the phrase 'Select this row and add a new step'. Select the 'Add Step' button again, and this time select 'Send Email'
This will open up the standard Email designer. Along the right hand side you can see record specific things to add, including the createdby and createdon.
Save and close once you have filled in the bits & pieces for the email, then add another step. This time, select 'Update Record'. Selecting 'Set Properties' will display yet another dialog, one that looks like a blank Contact form. Select the email field, and choose the option 'Clear' from 'Operator' the right-hand toolbar.
That should be all the steps you need! Save and close the workflow, publish it and what not, and you're all set :)
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