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Sasidhar Reddy B
email to manger
Hi Guys,
I need to send Email alert for today created contacts list .
Contact records are inserted through automation. Manager expecting in single mail to fetch list of contact records creted by today .
Can you please guide me , how to i achive this ?
Ex:Email template
HI Manger,
Today Contact records listed below .
ID name mail phone createddate
001 sasi sasi@gmail.com 123 today
002 sachin sacina@gmai.com 234 today
003 sehwag sehwag@gmail.com 345 today
Thanks& Regards,
Sasidhar
I need to send Email alert for today created contacts list .
Contact records are inserted through automation. Manager expecting in single mail to fetch list of contact records creted by today .
Can you please guide me , how to i achive this ?
Ex:Email template
HI Manger,
Today Contact records listed below .
ID name mail phone createddate
001 sasi sasi@gmail.com 123 today
002 sachin sacina@gmai.com 234 today
003 sehwag sehwag@gmail.com 345 today
Thanks& Regards,
Sasidhar
Kindly refer the following links for Report to a manager (Today Created Contacts).
(OR)
If you are like to achieve This Process through the coding , kindly find my sample code for your reference.
******************Apex Class ********************
************* Visualforce Page *******
Now You Can See all contacts in this visualforce page which is created by Today... kindly do needfull based on your requirements . Let me know if you have any concern.
Note: If you try to send this visualforce page to Manager, you coud add sendmail method (based on your requirements).
Regards,
Soundar
All Answers
Hi Sasidhar,
This can be achieved by schedule class.
Simply create a report against contact with a filter criteria created date equals today and drag the needed fields in reports.
And then schedule the report in daily basis with the help of report scheduler to your manager.
Reference link: https://help.salesforce.com/articleView?id=reports_schedule.htm&type=0
If you dont want this method then we have to do a code!!!
Can you please Let me know if it helps or not!!!
If it helps don't forget to mark this as a best answer!!!
Thanks,
Raj
Using schdule reports we cn send mail to mnager.
More info check below link :
https://help.salesforce.com/articleView?id=reports_schedule.htm&type=0
https://www.youtube.com/watch?v=l68WLr0-I14
Thanks
Varaprasad
Kindly refer the following links for Report to a manager (Today Created Contacts).
(OR)
If you are like to achieve This Process through the coding , kindly find my sample code for your reference.
******************Apex Class ********************
************* Visualforce Page *******
Now You Can See all contacts in this visualforce page which is created by Today... kindly do needfull based on your requirements . Let me know if you have any concern.
Note: If you try to send this visualforce page to Manager, you coud add sendmail method (based on your requirements).
Regards,
Soundar