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Email Alerts

Email Alerts

How to setup Email Alerts

Sends emails to contact/lead owners and account owners (if different).

Alert Types

  • New Champifys: surfaces all new Champifys each week
  • Account Planner: surfaces all Champifys on an account when account ownership changes
  • Multi-threader: surfaces all Champifys at an account when a new opportunity is created

Setup

  1. Navigate to the Setup Screen in the Champify App in Salesforce
  1. Scroll down to the section at the bottom of the screen
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  1. Click the toggle to enable email notifications
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(Optional) Notify Additional Users

If you’d like other users to be notified in addition to the record owners, you can select two additional fields containing a user id of the user you’d also like to have the alert sent to. By default, you can select built-in fields on the account object (Account.CreatedById and Account.LastModifiedById), but can select any custom field reflecting an ID as well.

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Example New Champify Alert

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Example Account Planner Alert

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Example Multi-threader Alert

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Last updated on October 11, 2023

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