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msmithey13
How can I get an email template... contact first name ....the email is triggered from the account?
I am triggering an email alert from the account when a checkbox goes true. I want to personalize the email with a personal greeting using the contact name associated with the account but all tests have come back blank. It appears that the template cannot pick up the field since it is not being triggered from the contact. I want to continue with the account field trigger for future expansion purposes. Any ideas how to accomplish this?
I went ahead and just used the contact lookup field. The user can then decide which contact the email can go to. I will approach the automation if it becomes necessary.
Thanks for the input. Much appreciated!
All Answers
What about creating a primary contact field (lookup field) on the Account object ?
Mark Smithey
Salesforce.com administrator
msmithey@Crocs.com
Skype: mark.smithey90
(303) 848-7682
[cid:image001.png@01CE9A5B.7B657070]
flag on the related Contact?
Yes
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*Mike Gill** *
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Skype: mikegill74
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Mark Smithey
Salesforce.com administrator
msmithey@Crocs.com
Skype: mark.smithey90
(303) 848-7682
[cid:image001.png@01CE9A5C.F7C98150]
Options
1. New field on Account called Primary Contact - Account owner / user enters the contact manually
2. Same as above - but you use Apex to fetch the relevant contact from related Contacts or Account Roles
3. Move to triggering from the Contact record - why do you need to stay at the Account level, can't you access everything from the Contact level?
1. Easy enough.
2. I don't know Apex so would require an assist.
3. That was the request for future use by other profiles.
Mark Smithey
Salesforce.com administrator
msmithey@Crocs.com
Skype: mark.smithey90
(303) 848-7682
[cid:image001.png@01CE9A5E.A7322DD0]
I went ahead and just used the contact lookup field. The user can then decide which contact the email can go to. I will approach the automation if it becomes necessary.
Thanks for the input. Much appreciated!