1 Reply Latest reply on Jun 25, 2018 9:38 PM by Sanford Whiteman

    Send from Opportunity Owner (multiple Opps and owners)

    Vera Parassidis

      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.

       

      Thanks!

       

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