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Miller 95
Dynamic Email Template
Not even sure this is a capability of salesforce, but I thought I would ask the question.
I would like to create an email template of a product list based on individual pricebooks. I am not pulling data from an opportunity, but from the different pricebooks I have available creating stocklist for clients. The data is already in saleforce (uploaded by dataloader through pricebookentry). Since this is a generic stocklist and is not associated to any opportunity. How do I pull that product/price in a list format and is dynamic, so that I am not having to go in and change the email template every time the price changes within the pricebook?
Is this possible or am I limited to static templates?
I would like to create an email template of a product list based on individual pricebooks. I am not pulling data from an opportunity, but from the different pricebooks I have available creating stocklist for clients. The data is already in saleforce (uploaded by dataloader through pricebookentry). Since this is a generic stocklist and is not associated to any opportunity. How do I pull that product/price in a list format and is dynamic, so that I am not having to go in and change the email template every time the price changes within the pricebook?
Is this possible or am I limited to static templates?
Hope this helps !!
All Answers
This is possible,but would require some custom development to achieve.
Clarifying question: Custom development as in a trigger or done in the email template utilizing html option?
Hope this helps !!