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Tim_Madel1
Level 3
June 19, 2018
Question

INserting Account Owner Contact Info into an Email via Tokens

  • June 19, 2018
  • 1 reply
  • 1662 views

Has anyone been able to insert a Salesforce Account Owner's contact info into  an email via tokens?  We want to automate a welcome email when an opportunity is created that includes the sales rep who owns the account's contact information.

Thanks,

Tim

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1 reply

Jackie_Potts
Jackie_Potts
Level 6
June 19, 2018

You should be able to use account tokens: {{company.Account Owner First Name}} {{company.Account Owner LastName}}

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    Tim_Madel1Author
    Level 3
    July 19, 2018

    Thank you Jackie!

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