May 27, 2021

New Lead Notification Salesforce

Lead Notification through Assignment Rule:
 
1. Create an Email Template.


2. In the Lead Assignment Rule criterion, select the Email Template.


3. In the Lead page layout, click Layout Properties and select "Lead Assignment Checkbox".


Output:
 

Help Article for using Workflow or Process Builder - https://help.salesforce.com/articleView?id=000314064&type=1&mode=1
 
Check the below article if you are using API to create records 

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