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Asif FaleelFlag for United Arab Emirates

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Primary Contacts Mobile Number in Opportunity Work Flow

Hi,

I am creating a WorkFlow to send a automated email related to opportunity and need to insert the dynamic value of the primary contacts mobile number to the send-email function.

please let me know how to do that.

Thanks,
Asif
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Rikin Shah
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Hi,

Please check this video and let us know if you find any difficulties.
https://www.youtube.com/watch?v=0pVOt7LU5lI
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ASKER

Rikin,

The video is helpful but does not answer the question.

I need to have a dynamic variable to pull out the mobile number field in the potential customers primary contact to the send-email body in a opportunity workFlow.

i have attached the send -email SS.
Opportunity-WF.docx
Hi,

You have to go to Form Assistant -> Look For -> Select Potential Customer -> Primary Contact -> Add -> Click ok.

Hope it helps.
That only adds the Name of the primary contact not his mobile number.
Check on your customer form, which is the Primary Contact Number/Mobile number used? You have to get the same field here.
I am looking for something like the below but seems that i cannot go to the related fields of the primary contact of the potential customer.

{Mobile Phone(Primary Contact(Potential Customer (Account)))}
ASKER CERTIFIED SOLUTION
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Rikin Shah
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Not a complete answer but gave a insight as to what needs to be done.