These areas within the template would be filled by specific fields within SalesForce.
I.E.
if my word doc says
'Welcome [COMPNAME] your client ID is [CID]'
where [COMPNAME] would be replaced by a specific field within the account same as [CID]
at this point it would then create a task for someone to review the document and ensure accuracy, and then send off the e-mail (e-mail template automagic filling I'm assuming SalesForce can do much more simply than editing a word doc)
(yes i meant automagically)
답변 2개
Why dont you just use Email Template to send an HTML emails with this format and automatically filling information.
I am assuming you want to do it at for Account Object.
Create an HTML template with desired language and Account Merge fields.
Create an approval process on Account to make sure information is complete.
Send Email Alert in final approval action.
