Estimated ship dates/Alerts?

[DavidMW]

I know I can create my own custom field under an opportunity for something along the lines of "Estimated Ship Date" but I was wondering if there was a way to set up an alert/notification for the opp owner on that date, so we can notify our clients of any delays.

[Stevemo]

You should be able to do that using a Time Dependant Workflow Rule with an Email Alert.

[DavidMW]

Thanks for the response Stevemo, but I'm quite the novice, would you mind providing a little more detail on how to do that?

[Stevemo]

Here's a simple one that I created to alter an Opportunity Owner when the Close Date Lapses.  It creates an E-mail Alert and assigns a Task to the Opportunity Owner.

Workflow Rule Detail  
Rule Name:  Opportunity Update Reminder	
Object:  OpportunityActive:  [X]		
Evaluation Criteria:  When a record is created, or when a record is edited and did not previously meet the rule criteria
Description:  Remind the opportunity owner and senior management when the close date is approaching.  Also, create a follow-up task for the opportunity owner if the deal is still open when the close date passes.
Rule Criteria:  Opportunity: Closed [equals] False

 

Here are some great resources for getting started with Workflow Rules

https://na2.salesforce.com/help/doc/en/salesforce_workflow_cheatsheet.pdf 

https://na2.salesforce.com/help/doc/en/salesforce_useful_workflow_rules.pdf 

Message Edited by Stevemo on 03-08-2010 11:52 AM