+ Start a Discussion
ram_devram_dev 

sending email to sales rep

Hi,

 

I've requirement that automatically send an email alert to salesrep which contains all the leads assigned to him. How can we achieve this. can anyone help me out from this.

Best Answer chosen by Admin (Salesforce Developers) 
PremanathPremanath

Creat Workflow rule in Lead object

Evaluation Criteria

 When a record is created

 

Rule Criteria

 

Lead: Lead Owner equls to 'that user' 

 

like this way you can achive...

 

 

prem

All Answers

PremanathPremanath

Creat Workflow rule in Lead object

Evaluation Criteria

 When a record is created

 

Rule Criteria

 

Lead: Lead Owner equls to 'that user' 

 

like this way you can achive...

 

 

prem

This was selected as the best answer
ram_devram_dev

Hi prem.

 

Thankyou. we can use workflows. Thats fine. Then wt email templete i need to use. that is the main issue. andone more issue, if i need to send email to different users based on the assign ment of leads what approach i need to follow.

 

Thanks

Ram

PremanathPremanath

You can Create Email Template

 

{!Lead.Name}
{!Lead.Id}
{!Lead.Address}
{!Lead.Email}
{!Lead.OwnerId}

 

 

like this way ... And while your creating Work flow rule you can this Email Template

 

in Rule criteria

Rule Criteria

 

Created Date equls to Today or leave it

 

In next Step

 

Select Workflow action is Email Alert

 

Recipient Type  = Owner

 

Recipients 


Here you can select as LeadOwner


Then activate workflow

 

 

May be this is helpful for u

 

 

prem

ram_devram_dev

Hi Prem,

 

Thankyou. How can we send list of leads?

 

Regards

Ram

cl0s3rcl0s3r

Research Visualforce email templates.

 

similar to:

<apex:repeat var="ox" value="{!relatedTo.OpportunityLineItems}">
   <tr>
       <td><a href="https://na1.salesforce.com/{!ox.id}">View</a>
       <a href="https://na1.salesforce.com/{!ox.id}/e">Edit</a></td>
<td>{!ox.PriceBookEntry.Product2.Name}</td>
<td>{!ox.00N60000002Nqr4}</td>
<td>{!ox.00N60000002NjAf}</td>
   </tr>
</apex:repeat>

 

ram_devram_dev

Hi,

 

Thank you. As am new to salesforce un able to understand the following vf code. if you dont mind can you explain it. My requirement is,On a daily bases SFDC must send an email to sales reps with all leads assigned to her/him.

 

 

Thanks

Ram

PremanathPremanath

I think workflow will send Emails for List of Leads also

Bcz your inserting records

so when you insert a record/records it will send Email.

try that once

ram_devram_dev

HI Prem,

 

Thank you. i'll try that.

 

 

Thanks

Ram