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Jenell_L Products in Mail Merge Templates
When an opportunity reaches the Proposal stage I am having Salesforce send an email, via workflow, to our planning team where the proposal will be built within our insertion order system. The problem I'm running into is that I cannot get the products summarized on the mail merge templates.
My first idea was to create custom product fields which sum the products. But nothing lets me create a field using the Product Name or Product ID.
Any ideas?
Note: I would just scrap the use of products all together and just summarize via opportunity fields. However, in the next few months we are integrating Salesforce with our insertion order system which require the use of products.
My first idea was to create custom product fields which sum the products. But nothing lets me create a field using the Product Name or Product ID.
Any ideas?
Note: I would just scrap the use of products all together and just summarize via opportunity fields. However, in the next few months we are integrating Salesforce with our insertion order system which require the use of products.
spinner65create a mail merge template with the "Product Line Items" - this should give you all products related to an opp