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cdavis Retrieve email from custom object to place in another custom object
So, I have two custom objects... Customers and Letters. Customers is essentially a modified contact object which displays an individual's name, email, etc... Letters is an object that is created whenever our product is ordered (i.e.: a letter). These two objects work just like a Contact/Opportunity relationship would; tied together.
The only issue is that, currently, we have no way of attatching the customer's email to the Letters object. I'm trying to get it there so I can then send automated emails to customers when their product is shipped.
Any hints?
First make sure both the Email fields on the Customer and letters are of data type "email".
Then create a workflow field update to update the email field on letters from the value of the customer email field.
Create a workflow field update rule that triggers while every creation or edit.
If you need help doing this let me know.
All Answers
First make sure both the Email fields on the Customer and letters are of data type "email".
Then create a workflow field update to update the email field on letters from the value of the customer email field.
Create a workflow field update rule that triggers while every creation or edit.
If you need help doing this let me know.
Thanks man!