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Hi my requirment is
Hi
Is there any chance you can take the information from the 'Overview' Tab within Salesforce and get this sent as an automatic email on the first Monday of every month ?
Sort of like a HTML email ? I'd need this sending to Primary and Secondary Email contacts.
Let me know.
How we make it through trigger or workflow please suggest
Is there any chance you can take the information from the 'Overview' Tab within Salesforce and get this sent as an automatic email on the first Monday of every month ?
Sort of like a HTML email ? I'd need this sending to Primary and Secondary Email contacts.
Let me know.
How we make it through trigger or workflow please suggest
Which Overview tab are you talking about? the Chatter Overview tab which is specific to ech user? please elaborate on the requirement..would help if you can share a screenshot.