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Prevent Alerts Going to Inactive Users

Question asked by Erin Komm on Jun 8, 2016
Latest reply on Jun 8, 2016 by Grégoire Michel

Hi All,

 

Quick question about alerting. I've noticed that some of our alerts are being sent to sales reps that are no longer with the company (user account is marked inactive in SFDC). Right now, our Sales Operations team only transfers accounts after a rep leaves the company - so there are still leads "owned" by these inactive users. I was hoping to find a way to adjust my flow step (or create a segment) to check to see if the lead owner is active and has sales role (rather than support, operations, etc). That way I can add a choice to say if active sales user, send to lead owner, and default choice would be to send the alert to sales operations to assign/re-assign.

 

Anyone have any ideas?

 

Thanks!

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