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nigeldfishernigeldfisher 

Create Wizard to send email template to selected Contacts

I have been trying to work through this simple task and keep going round in circles.

 

I am trying to do the following;

 

  • Create new button
  • Calls a page to collect multiple contacts
    • pre-filtered by certain types (maybe using new advanced lookup filters)
  • Using predefined email template
  • Send emails to previously selected Contacts
  • Record details of email sent in custom object

 

Also need test method etc

 

If anyone can help I would very much appreciate it.

 

Many Thanks

 

Nigel

bob_buzzardbob_buzzard

How far have you got with this?  I.e. are you encountering problems with particular steps?