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Louis-Paul Valadoux
Send an email to all selected contacts with inside all the opportunities related to this contact
Hello,
I have two custom tables (opportunity__c and Pipe_Owner__c).
When an opportunity is created, it should be linked to only one Pipe Owner.
I would like to create a custom button on the Pipe Owner table which send a separate custom email to all of the selected owners. In this email I would like to have the list of all related opportunities that are linked to this owner.
e.g :
Dear XXX,
Please find below your open pipe:
Opp 1 | Account Name | Amount
Opp 2 | Account Name | Amount
etc..
I'm new to the Salesforce environment, but now I have done the following:
- Create a custom button which is launching a VisualForce page and sending an email to myself (but with hard coded values)
I would like now to be able to send one separate email to each of selected records with inside the body the opportunities related to this record. How can I do that ? Do you have some sample code or documentation ?
I'm using lightning version.
Many thanks,
I have two custom tables (opportunity__c and Pipe_Owner__c).
When an opportunity is created, it should be linked to only one Pipe Owner.
I would like to create a custom button on the Pipe Owner table which send a separate custom email to all of the selected owners. In this email I would like to have the list of all related opportunities that are linked to this owner.
e.g :
Dear XXX,
Please find below your open pipe:
Opp 1 | Account Name | Amount
Opp 2 | Account Name | Amount
etc..
I'm new to the Salesforce environment, but now I have done the following:
- Create a custom button which is launching a VisualForce page and sending an email to myself (but with hard coded values)
I would like now to be able to send one separate email to each of selected records with inside the body the opportunities related to this record. How can I do that ? Do you have some sample code or documentation ?
I'm using lightning version.
Many thanks,
- Create Check box in the list view (you need wrapper class to do this