• Zik22
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Hello,

I am new to SFDC an need a little help.

When an opportunity changes stages there's an option to automatically send out an approval e-mail using a pre-made template for  managerial purposes. My question is, is it possible to add the products, to the e-mail for approval, that are attached to that opportunity? This is necessary to do in order for managers to completely understand what products are associated with which opportunities. This automated process would relieve users from manually creating a mail-merge and uploading it to an e-mail, and so on so forth. Is this possible using apex, workflows, etc?

Any help would be great. Thank You.
I would need to have a formula field called "Demo" where I would need to get a date from an Event that is of type "Demo". The idea is to get a report of Opportunities with agreed Demo meetings. Sales people would just need to log an Event with a type Demo and it would show in the report.
 
I'm taking my first steps with Salesforce custom formulas. Please let me know if there's a better way to achieve this.