Email alerts to Sales

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Anonymous
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Email alerts to Sales

Hi,

I am preparing an email alert to send it to the sales team.

In the email, I have added the SFDC ID so that sales team can directly go the lead record.

What I want to know is that can we give the SFDC ID as a hyperlink which can directly go to the lead record in Salesforce.

Please advise.

Thanks,

Ravi.

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6 REPLIES 6
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Level 10 - Community Moderator

Re: Email alerts to Sales

Search the Community for

     {{SP_Send_Alert_Info}}

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Anonymous
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Re: Email alerts to Sales

Thanks Sanford.

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Level 7 - Champion Alumni

Re: Email alerts to Sales

Sanford is correct, using that token will populate the ID as a hyperlink as well as other info about the lead. You can also pull the URL of your SFDC instance when you're logged in and pop the ID token in after the / and hyperlink that.

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Anonymous
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Re: Email alerts to Sales

Hi All,

Thanks for your comments.

There is a lot of information which is coming in the {{SP_Send_Alert_Info}} token, which the sales people don't have to know.

Is there anything which we can do just to get the SFDC detail link only.

Please let me know if you have done anything similar to this.

Thanks,

Ravi.

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Level 10 - Community Moderator

Re: Email alerts to Sales

Sure, just build your own fields using {{lead.tokens}}.  Like Sydney says, you can get the root URL of your SFDC org and then prepend that to the {{Lead.SFDC Id}}. (Which is really what the special {{SP_Send_Alert_Info}} is doing.

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Anonymous
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Re: Email alerts to Sales

Perfect, thank so much Sanford for the quick response.

Regards,

Ravi.