Lesson: 55 | Ensure Primary Contact Exists for Accounts

User Story
Video

User Story

As a system administrator, I want to ensure that all accounts have a primary contact, So that our customer relationships are properly managed and followed up.

Acceptance Criteria:

When updating an account:

If the account does not have a primary contact:

Create a task assigned to the Account owner.

The task details should include:

Subject: "Primary Contact Missing"
Description: "The account is missing a primary contact. Please add one as soon as possible."
Priority: High
Due Date: 3 days from task creation.

Send notification emails to:

The Account owner
The Account owner's manager
The Account creator
The Account modifier

Email Details:

Subject: "Action Required: Primary Contact Missing for [Account Name]"
Body: The email should include:
- Account details
- The importance of adding a primary contact
- The deadline for addressing the issue.