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June 9, 2016
Question

Opportunity ID in URL string

  • June 9, 2016
  • 1 reply
  • 1198 views

I need to add an opportunity ID in the URL string of a link in my email. I don't have an opportunity ID token.  Anyone know the best way to do this?

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1 reply

pavel_plachky
Level 5
June 9, 2016

Hi KC,

You can create a field "Opportunity ID" and then use a token {{lead.Opportunity ID}} in your email.

Question is then how to keep the field Opportunity ID updated. It can be done by custom code in your CRM system (such as workflow rule in SFDC).

I hope it helps,

Pavel