Send from Opportunity Owner (multiple Opps and owners)

Level 2

Send from Opportunity Owner (multiple Opps and owners)

Dear community,

I am trying to solve the following riddle:

A contact record in SFDC might have several Opportunities: Opportunity A, Opportunity B, Opportunity C. Each Opportunity might be owned by a different account manager: Account Manager A, Account Manager B, Account Manager C. We would like to be able to send communication in the following fashion:

Send email about Opportunity A from Account Manager A

Send email about Opportunity B from Account Manager B

Send email about Opportunity C from Account Manager C

I tried using velocity scripts to pull email address populated in custom "Account Manager Email" field on Opportunity but the script returns the email address on the most recently updated Opportunity record.

Any examples of how this can be solved with velocity script would be greatly appreciated.


P.S. I found related question here but unfortunately it did not not have any script examples Dynamic Email: Send from Opportunity Owner

Level 10 - Community Moderator

Re: Send from Opportunity Owner (multiple Opps and owners)

You'll have to supply what you tried and how it failed. If you properly reference item N in the list, it won't pull data from item 0.

If you post Velocity code here, please highlight it as Java using the Advanced Editor's syntax highlighter, like so: