I need to trigger an e-mail to send based on a status change of a salesforce opportunity.
I need to include in the e-mail the content of a field on the opportunity - a reason/description field.
How can I get or create a token to pull that field from the opportunity and insert it in the body of the e-mail?
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Hi all, how do you ensure that the right token is pulled through when a person may have multiple opportunity contact roles? How is this differentiated?
I am trying to pull a token through to an email, an opportunity field (e.g. a personalised link for that client), and then send an email to the opportunity contact role, pulling through this link to the email.
I can filter for the contact on the opportunity no problem, but I am struggling to ensure the link on the opportunity is being pulled through to the right opportunity contact role email sent. I have tried using an email script token with no luck. Thanks
Well, you can loop through the OpportunityList and pick the correct Opportunity record or you can also sort the OpportunityList based on a certain field and then pick data from the first element. If you let us know on what basis you wish to pull the Opportunity record from the OpportunityList (in case a particular field on the Opportunity record equal to a certain value or the latest updated opportunity, etc.), we could help you with the script.