Asif Faleel
asked on
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
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
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
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.
You have to go to Form Assistant -> Look For -> Select Potential Customer -> Primary Contact -> Add -> Click ok.
Hope it helps.
ASKER
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.
ASKER
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)))}
{Mobile Phone(Primary Contact(Potential Customer (Account)))}
ASKER CERTIFIED SOLUTION
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ASKER
Not a complete answer but gave a insight as to what needs to be done.
Please check this video and let us know if you find any difficulties.
https://www.youtube.com/watch?v=0pVOt7LU5lI