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lakshmi sistla
Where can I find Use the Finance: Account Creation, SALES: Opportunity Needs Approval, and Sales: Opportunity Approval Status Email templates ...I am unable to find these templates.
Can anyone please let me know how to get these templates ? I am unable to finsih this stage of this
Automate Opportunities step.Am I missing something?
Automate Opportunities step.Am I missing something?
Greetings!
You need to install the managed package given in the trailhead link which will have predefined Email templates.
If you have installed the package and still not be able to see the email templates then you have to select the listview called "RB Robotics Templates" instead of Unified listview as shown in the below link:
https://www.youtube.com/watch?v=yTCb6LZbPKo
Kindly mark it as best answer if it helps so that it can help others in the future.
Warm Regards,
Shirisha Pathuri