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deepa_tansen
Need help to write cross object workflow or Trigger???
Hello,
If an opportunity = closed lost
"ABC" Field (Look up User) Account = Blank
please send an email to xyz@gmail.com and the "ABC"
Subject: Opportunity has been placed in Closed Lost
Message:
An opportunity on an account in (insert ABC)’s name has been placed in Closed Lost. Please follow up accordingly.
Account name: (insert account name)
Opportunity Link: (Insert: Opportunity link)
Thanks,
D...
You can't have cross object merge fields in standard email templates.
Two workarounds:
1. EASY: Create a text formula field in Opportunity which fetches the related Account's User field name & use that in the standard email template
2. TOUGH: Visualforce template
Hi,
Thanks for your reply... Have a question...
Can't we write a trigger and accomplish that task?