Just wondering if it is possible to send out an email alert which would send out data which is on a custom object called Account & Contracts and also data from the opportunity object it is linked to?
i know it is possible to do it using a mail merge but it needs to be an automated fromcess that just fires out on its own :S
Any help or suggestions would be great :)
Thanks
J
5 respuestas
If I understand properly, you're saying that you can't get the merge fields from opportunity on an email generated from a workflow on a different object.
I would assume that Accounts & Contracts is your parent object.
Opportunity can only be related to a custom object as a child object through a lookup relationship, not master-detail, so you could not populate fields from opportunity onto that object.
Is there any way you could have the email triggered from the opportunity?
If so, you just need to create formula fields retrieving the info from your custom object. You can hide those fields from the page layout, but make sure they are visible via FLS so users can use them in a template.
You could then use those formula fields in your email template.
