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sfdclearnsfdclearn 

Creating look up for product in the account object.

we have a workflow rule in the account object that triggers an email alert when 

Account status='new'

But i would like to add the product name in this to workflow rule.

As i can't directly include the product name from the account as each account has multiple opportunities and each opp has multiple products, i am thinking of creating a look up of product in the account(in this case i guess that can only be one product

mapped which can be populated with a mass update)

 

any best solutions for this!

 

Thanks!

JeffStevensJeffStevens

You could create a custom field in the Account - something like "Last Product", or "Current Product", "Standard Product" etc..  Make it a reference field to your products. Then make it a required field.  Then that field would be available for you on your email templates.

 

Then plan on how to fix your existing records.

sfdclearnsfdclearn

 multiple look up fields or one?

 

 Also if multiple products is rare occurence(we can just use one product by ranking them).