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Topics#Sales And MarketingEvan Donovan's Question
Evan Donovan (TechMission) asked in #Sales And Marketing
Aug 24, 2010, 10:25 PM

Email template for all contacts on an organization?

In Salesforce Enterprise Edition, with Nonprofit Starter Pack, we are using a custom object called "Site Match" to represent the linkage between an Organization and a Contact record for the Contact being interviewed with that particular Organization.

 

I would like to create a workflow action that will send an email to all the contacts at a particular Organization requesting that they set up an interview with the Contact. Is it possible to do this using an HTML email template with merge fields, or do I need to use Visualforce?

 

If I do need to use Visualforce, how would I go about it?
1 answer
  1. Evan Donovan (TechMission)
    Aug 24, 2010, 10:27 PM
    So the two things I need to know are:

     

    1) What merge fields to use to get in the first name/last name of the contact for the organization, as well as for the potential candidate, who is also a contact?

     

    2) How to specify who to send the email to in workflow settings?
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