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I have a lead object populated by a web to lead, and at the end of an approval/workflow process I would like send an e-mail to the external person that submitted the lead with a confirmation of receipt including all of the information they submittied.

 

Ideally, it would be possible to attach the fields as an excel file as well.

 

Is this possible?

 

Thanks for the assist!

 

-Adam
3 Antworten
  1. 1. Okt. 2012, 14:06
    Thanks Sunil.  Is it possible to use the e-mail template to send to an individual without a SalesForce account?
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