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Sreenu Reddy 16Sreenu Reddy 16 

send email

Hi Viewers,

i want sent email when click on detail page custom button in opportunity obj. &update the fields 
1. send an email partner
2.channel manager(account owner of partner account)
3.account owner
4. fields should be updated like date= today,stage='duplcate',status= 'rejected'.


​can any one help me .
John LayJohn Lay
In Lightning or Classic?
In Lightning, you can create a custom action under Opportunity and define default values for the fields. The user can then edit the email and send it from the activites tab.

Or you could do this using a Flow with an action starting the flow.
Sreenu Reddy 16Sreenu Reddy 16
salesforce classic 
 
Ajvad AjuAjvad Aju
Hi Sreenu,
What i understands from you is that, you need to send email to some personalities in your org when some fields are updated in the opportunity object. For this i suggest a trigger. However you can simply imlement this scenario with salesforce workflow. 
Following steps to obtain this,
  • Setup | Create | Workflows & Approvals | Workflow Rules
  • New Rule
  • Select the Object: Opportunity
  • Evaluation Criteria: created and every time it's edited to subsequently meet the criteria
  • Rule Criteria: criteria are met
  • Criteria:
    • Date (Field) Equals (Operator) Today() (Value)
    • Stage (Field) Equals (Operator) 'duplicate' (Value)
    • Status (Field) Equals (Operator) Rejected (Value)
  • Stage equals Agent Accepted
  • Click Save & Next
  • From under Immediate Workflow Actions, click Add Workflow Action select Email Alert
  • Specify the Email Template
  • Select the Recepient as Email Field
  • Select the Agent Email
  • Click Save
  •  Activate

Try this and if this may helps, please mark this best one...

Regards
Ajvad Aju
Sreenu Reddy 16Sreenu Reddy 16
Hi Ajvad Aju, Thanks you for your response, my scenario is to update the fields& to send emails when we click on custom button in detail page. Regards Srinnivas