Salesforce provides Escalation actions only in Cases Object.We can implement escalations actions on custom object by creating 2 time dependent workflow rules for respective object
Steps as follows
Create one Date custom field -- Next Escalation Date in salesforce.
1st Time Dependent Rule:
2nd Time Dependent Rule:
2nd Workflow rule will trigger recursively, till the time condition is satisfied.
Steps as follows
Create one Date custom field -- Next Escalation Date in salesforce.
1st Time Dependent Rule:
- Define conditions for workflow rule
- Add Time Dependent workflow Trigger based on days of escalations
- Create following Time dependent workflow actions
- Send an Escalation email
- Create Field update to set Next Escalation Date field to Today
2nd Time Dependent Rule:
- Use same conditions defined in 1st rule and add extra condition for Date Field to check for today
- Add Time Dependent workflow Trigger based on days of escalations
- Create following Time dependent workflow actions
- Send an Escalation email
- Create Field update to set Next Escalation Date field to Today
2nd Workflow rule will trigger recursively, till the time condition is satisfied.
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