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ram_dev
sending email to sales rep
Hi,
I've requirement that automatically send an email alert to salesrep which contains all the leads assigned to him. How can we achieve this. can anyone help me out from this.
Creat Workflow rule in Lead object
Evaluation Criteria
When a record is created
Rule Criteria
Lead: Lead Owner equls to 'that user'
like this way you can achive...
prem
All Answers
Creat Workflow rule in Lead object
Evaluation Criteria
When a record is created
Rule Criteria
Lead: Lead Owner equls to 'that user'
like this way you can achive...
prem
Hi prem.
Thankyou. we can use workflows. Thats fine. Then wt email templete i need to use. that is the main issue. andone more issue, if i need to send email to different users based on the assign ment of leads what approach i need to follow.
Thanks
Ram
You can Create Email Template
{!Lead.Name}
{!Lead.Id}
{!Lead.Address}
{!Lead.Email}
{!Lead.OwnerId}
like this way ... And while your creating Work flow rule you can this Email Template
in Rule criteria
Rule Criteria
Created Date equls to Today or leave it
In next Step
Select Workflow action is Email Alert
Recipient Type = Owner
Recipients
Here you can select as LeadOwner
Then activate workflow
May be this is helpful for u
prem
Hi Prem,
Thankyou. How can we send list of leads?
Regards
Ram
Research Visualforce email templates.
similar to:
Hi,
Thank you. As am new to salesforce un able to understand the following vf code. if you dont mind can you explain it. My requirement is,On a daily bases SFDC must send an email to sales reps with all leads assigned to her/him.
Thanks
Ram
I think workflow will send Emails for List of Leads also
Bcz your inserting records
so when you insert a record/records it will send Email.
try that once
HI Prem,
Thank you. i'll try that.
Thanks
Ram