Re: INserting Account Owner Contact Info into an Email via Tokens

Tim_Madel1
Level 4

INserting Account Owner Contact Info into an Email via Tokens

Has anyone been able to insert a Salesforce Account Owner's contact info into  an email via tokens?  We want to automate a welcome email when an opportunity is created that includes the sales rep who owns the account's contact information.

Thanks,

Tim

2 REPLIES 2
Jackie_Potts
Level 7 - Champion Alumni

Re: INserting Account Owner Contact Info into an Email via Tokens

You should be able to use account tokens: {{company.Account Owner First Name}} {{company.Account Owner LastName}}

Tim_Madel1
Level 4

Re: INserting Account Owner Contact Info into an Email via Tokens

Thank you Jackie!