I've set up a workflow rule intended to send an email alert 7 days before an opportunity's close date.
I've used the same time-based workflow action as explained by SteveMo here :
https://success.salesforce.com/questionDetail?qId=a1X30000000HZeaEAG
The object of my email alert is Opportunity.
The mail template that I use reads like this (in HTML version) :
Hi,
The opportunity below is expiring in 7 days :
- Opportunity : {!Opportunity.Name}
- Account : {!Opportunity.Account}
- Stage : {!Opportunity.StageName}
- Close Date : {!Opportunity.CloseDate}
I've created 3 test opportunities on one of my accounts (keep in mind that we're April 2nd as I'm writing this), the first one with the close date set on April 8th, the second one on April 9th, and the third one on April 10th, mainly because I wasn't sure as to how Salesforce would count the 7 days.
On the email template page, I clicked on the "send a test" button and chose the account for which I created the test opportunities. A few seconds later I receive an email in my inbox. It's the good template, but the only problem is that {!Opportunity.Name}, {!Opportunity.Account}, {!Opportunity.StageName} and {!Opportunity.CloseDate} are BLANK !
I'm a Salesforce beginner, but as I understand this, it didn't retrieve the opportunity details (yet the close date is in 7 days).
How can I solve this ? Is it a problem in the workflow rule ? The HTML email ?
Thanks in advance for the help !
7 réponses
Instead of selecting the Account, enter the Opportunity Name. You'll notice that in the preview window, the Related to Record section is a picklist. Change the value from Account to Opportunity and enter a real Opportunity Name.
Your merge fields look correct. Can I also recommend that you add the following merge field so your users will be able to click on a link to go directly to the salesforce record?
{!Opportunity.Link}
Aiden
