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Topics#Data ManagementSimona Martin 的问题
Simona Martin (SH-test) 提问于 #Data Management
2018年7月26日 18:53

Is it possible to link relevant record info into an email alert?

My Users want to see more info in New Lead email alerts.  Specifically, Lead name, company, email, and industry to help triage web leads.  Is it possible?  I'm not a coder, so detailed instructions would be great. 

 

Thanks to you all!  I am forever grateful for this generous community!
2 个回答
  1. Steve Dodd (Seeking a new opportunity)
    2018年7月26日 20:03
    Hi Simona,

     

    This is a great tutorial for building email templates and using merge fields to bring in record-level information.

     

    https://developer.salesforce.com/docs/atlas.en-us.fundamentals.meta/fundamentals/adg_workflow_email_template_try_it_out.htm

     

    You want to select Lead Fields from the 'Select Field Type' drop-down and select each field that you want to include in the 'Select Field' drop-down.

     

    Don't hesitate to ask if you have any questions.

     

    Hi Simona, This is a great tutorial for building email templates and using merge fields to bring in record-level information. https://developer.salesforce.com/docs/atlas.en-us.fundamentals.
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