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Sales Revenue Workflow:Unable to Restrict Email Alerts by Opportunity Business Unit

in Sales 2 comments

Summary:

We are configuring an email notification workflow in Application Composer under the Opportunity Revenue object. The goal is to send email alerts only when Revenue Amount or Status changes, but only for Opportunities under the JBS Consulting business unit.

However, since the Business Unit (PrimaryOrganizationName_transient) exists in the Opportunity object and not in the Revenue object, our condition is failing with the error:
“Definition Opportunity.PrimaryOrganizationName_transient of type Attribute is not found in exprValueFinder_RevenueEO_null.”

Additionally, we also need a way to reference the previous Status Code and Revenue Amount before the update, so that we can compare and include them in the email notification for tracking changes.

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