I currently have a report generating and automatically emailing once/week.
However, I'd like to change the subject line of the email from the report name to: "ATTENTION/ACTION REQ'D by Friday <insert month and day>: ADP Projects with Overdue Start Dates/Stage Change requiring immediate update"
I'd also like to include the following text in the body of the email:
"The opportunities detailed in the following report have past start dates based on the Stage selected. Please review your respective deal(s) and update Salesforce as needed no later than Friday, <Month, Day>."
Is it possible to insert text into an automatically emailed report? If so, is it possible to make this text dynamic...i.e. the month and and day of the next Friday?
Thank you!
1 件の回答
No, you'd need to create an email template and add a Link to the report in the Email Template.
