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For the sake of simplicity, let's take it to four items:1. Zip (five digits)2. Cost One: (six digits)3. Cost Two: (six digits)4. Count: (two digits)The fifth item was a percent change between #2 and #3, but I can do that calculation elsewhere. As for total size, a CSV with ~6,000 records (of the fou...
It is approved, but I'm assuming that it's not showing because there are no linked fields?
@Jo_Pitts1 CRM is Salesforce, but given limitations and speed restrictions on that team it might as well be CRM agnostic. The use case is that I want to send these interesting fields within the email content to users who have this zip code on their record. @Katja_Keesom My concern with setting it u...
Hey all, I'm trying to figure out a way to keep a dataset that I need to access, but not all the values may be linked to anyone in my database...yet. The data set I have is keyed/linked off a zip code. There are then five interesting fields about that zip code I'd like to store. However, I'm tryin...
@SanfordWhiteman So when I add $OpportunityList at the end it just shows $OpportunityList []
@SanfordWhiteman I was just about to update that I'm an idiot and forgot to use the .equals and I forgot to print $specificList at the end. The trigger property is a field that has the date and time of when we sent the email. If we didn't send the email, it will be empty, which is why I'm doing the ...
@SanfordWhiteman Ah - thanks for that. Though I did make that update to Opp from OpportunityList, but I'm still seeing no value. I looked at the raw output and it's empty as well. The token contents should be right underneath the first
Hi all, I have a situation where I am sending emails to opportunities based on specific conditions, and then I need to notify the sales owner of the opportunity that the email has been sent with the opportunity-specific information. I've combed the forums and cobbled together something that finally ...
@Jo_Pitts1 so I've been trying to rework this based on limitation, and I've done more digging and found some various close-but-not-quite solutions from @SanfordWhiteman Regarding flowboost, if I can't set the value of a custom object via velocity, and given that these values are within the opportun...