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Since email templates cannot process multiple objects for merge fields we need to create a formula field to pull the most recent opportunity close date onto the contact.

 

Any idea what that formula would look like? 
2 respostas
  1. 26 de jan. de 2017, 21:14
    Jacob, that cannot be accomplished via a formula field alone and would need something like Process Builder + Flow since you need to loop through mulitple Opportunity records and find the most recent date; something that a formula field cannot do.

     

    Here's a blog post to guide you through the process:

     

    http://www.salesforceweek.ly/2015/02/how-to-flow-most-recent-record.html
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