Send Emails
Email Alert settings - Standard
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NOTE: You can add multiple email addressed separated by comma in the "To" property of the Email action configuration screen.
Email Alert Settings - Advanced
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Advanced settings allows you to choose an object and insert fields from that object inside the body of the email, like a mail merge.
Using merge fields
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- Select the object you want to get data out of.
- Select the field you want from the object selected.
- At the appropriate place in the text, click Insert. The system will add the object field name in the text.
- An example of a field that has been inserted in the text.
- You can use as many fields as you want. Just keep changing the Context Object and Context Object Field picklists.
- When the email is sent, the field names are replaced by the contents of those fields for the record being processed.
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