Keeping track of changes in your customer base is crucial to providing great customer service. For example, if an account status changes to "customer", it's important to notify the account owner so they can ensure the customer is receiving the necessary support and attention.
In Salesforce, you can create an account activity alert that automatically notifies the account owner when an account status changes to "customer". This ensures that your team stays on top of new customer relationships and provides timely support to your customers.
With Sweep, you can easily set up this alert in just a few clicks. Sweep simplifies Salesforce automation, allowing you to customize workflows to trigger alerts, tasks, and other actions based on your specific criteria.