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Hasmik List emails for custom objects
Hi,
Our client has the following requirement: send mass emails to Custom Service Participants(child) object using predefined templates. Most of the info on the template is from the Service Schedule(parent).
To do this:
Can anyone tell me how to change email templates so that the parent fields are not blank too?
Or let me know if there is a better solution for these requirements?
The idea is that, without being too technical, they should be able to send emails to a list of Service Participants(child) similar to Contacts.
Our client has the following requirement: send mass emails to Custom Service Participants(child) object using predefined templates. Most of the info on the template is from the Service Schedule(parent).
To do this:
- I have created Classic templates with the respective merge fields, hyperlinks, and pictures.
- Created Email alert for Service Participant(child) using the template
- Created Flow using the email alert action to send the email to participants for whom Send Email (custom field) is set to Yes.
Can anyone tell me how to change email templates so that the parent fields are not blank too?
Or let me know if there is a better solution for these requirements?
The idea is that, without being too technical, they should be able to send emails to a list of Service Participants(child) similar to Contacts.
Refer the below link will help you to proceed further.
https://salesforcegeek.in/trigger-scenarios-in-salesforce-part-2/
Thanks!!