600
Hi
I have created a workflow to create post on newsfeed when a user creates a opportunity that the related customer is owned by another user. When the post is created the user is the subject of the post highlighted in bold. Is it possible to have the customers name here? I assume that if I change that it will result in the post not showing up on the users whats new page but only on the customers page? Is there any way to fix this?
Thanks"!
*This post is locked for comments
Hi and thanks for answer.
The workflow post in this scenario:
User 1 owns a contact. If another user (user 2) creates an opportunity on this contact, then User 1 wants to get a notification. OOB only notify user 2 in this scenario, or am I missing something?
Thanks
Hi Martin,
I am wondering, why do you need to create this workflow for post? This is available OOB, when you create an opportunity in the system; user can see that post in 3 places:
On What's New section of Dashboard
On Post (social pane) of Account, mentioned in the opportunity
On Post (social pane)of opportunity
Let me know, if you are after something else, following are screenshots in sequence:
Also, let me know if you have deactivated system plugins for posts, I can help you in reactivating them
Feel free to mark applicable answers as verified.
In that case you will have to create separate posts.
Hi Martin,
I assume that, "Is it possible to have the customers name here?", here you mean in regarding section. Right? If so, how about creating separate post and setting regarding as the customer in same workflow? This will create two separate posts (1 showing on user's what's new and another showing on the customer). Will that solve your problem?
#1
André Arnaud de Cal...
292,516
Super User 2025 Season 1
#2
Martin Dráb
231,387
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (
