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pecrow23pecrow23 

Notification of New Meetings & Appointments

I would like to create a series of automated email alerts that notifies our sales managers when specific event types are created.  It appears that it is not possible to create an email template using merge fields from events... if it is could someone please tell me how to do this?  I believe I can use workflow to trigger the notification on the object "event", however, it does me no good to simply send a message that says "New event created" unless I am able to state in the message what the event type is, the related account, etc...

 

If anyone knows of any way to accomplish this please let me know.

 

Thanks!

tstrongtstrong
I think your options are to either set up a workflow for each type of event that would trigger the email with that event type info hard coded in it (could be cumbersome depending on the number of event types you have), or create a Visualforce email template that pulls in the event type.