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Thank you very much everyone. After one day of testing and addpating (I've had 40 Tokens to insert) I finally did it. Manly following Rajesh's feedback, but not only My other dilema righ now is: how can I erase the values from the Custom Object, to have them NULL? the "Change data value" option is n...
Hello everyone,I've been really struggling for a while with a pretty difficult task and I really need some clear advice. - I need to send out an email, to several Leads that own multiple Accounts. - Each Account has it's own unique values and the account ID should be the secondary unique value ...
Thank you Greg. Very usefull info. Have a nice day
Now it's starting to make more sense, But I need to re-create these fields at the opportunity object, right?If I do so, can I prevent these fields to be synced in Salesforce? THat is another requirement I need to have in mind.Many thanks for your patience and support By the way, how did you figure ...
I'm sorry for the confusion, Greg Looking at the script I'm still not very sure how this can solve my issue.If I have the below table, how can I store these different values corresponding to each opportunity (to the same fields) and using the same email address? I personally didn't see this in the V...
Hi Michael,Can you please be more specific? Kind regards,Mihai
Hey,I have a pretty challenging situation:I have created some custom fields that should store business numbers for some of our clients, that would be used in a monthly business review newsletter. The trick is, that there are Contacts in our DB, that have multiple opportunities associated to the same...
Hi,I have a situation that I would like to send out a business review newsletter to our CSMs (Customer Success Managers).Explanation:We have a business review newsletter, that analyze the performance of out clients and we would like to send out this newsletters to our CSMs, to follow-up with our cli...
Hi,I need to send out a newsletter and I'm looking for an option to create conditional formatting tokens (or other methods) if available.For example if the value from a field is "0" I want the token to display "False" and if it's 1 I want the token to display "True" in the newsletter. Can it also be...