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December 19, 2016
Question

Sending Two Separate Emails From Same Opportunity Trigger

  • December 19, 2016
  • 1 reply
  • 1221 views

We're interested in emailing two separate users from the same trigger from a Salesforce Opportunity. In particular, when we mark a deal as "Closed/Won" we'll be sending an email to both the technical lead and business lead. Currently the technical/business leads are populated at fields on the opportunity object. Further, we have "Contact Roles" populated correctly on the Opportunity Object.

It's not clear to me how to siphon emails according to these specific users associated with the Opportunity according to their roles. In general, when adding a "Choice" to the Flow when sending an email, I'm unsure of where the values come from and how to determine their origin.

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1 reply

SanfordWhiteman
Level 10
December 20, 2016

Q should be posted to Products​. ("Community" in this case refers to the Marketo Nation website itself, not the peer-to-peer user community -- and yes, it is confusing!)

Once you move your post there, I or somebody else will get on it.

(@Janet Dulsky​ it does get tiresome to tell people this is the wrong place multiple times per week. A relabeling of "Community" is called for IMO.)

Janet_Dulsky
Adobe Employee
Adobe Employee
December 20, 2016

Sanford, totally agree this is confusing. I added a headline that attempts to point people to the right place for Product discussions. I will look at relabeling the Community Help & Feedback space. Still getting my sea legs.