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Linking to related Opportunity from the Autoresponder

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  • Linking to related Opportunity from the Autoresponder

    I've created an autoresponder that notifies a particular Salesforce user that a specific C&P transaction has been made and that they need to go to the related opportunity to update some information based on the Custom Questions.

    I'd like to include a link to the related Opportunity record in this autoresponse, but the C&P Designer only offers Contact, Transaction, and Order Item fields

    Is there a way to do this, or can I only link to the Contact?

    Thanks, Amanda

  • #2
    Good day Amanda,

    Currently you only have the Contact information. Perhaps it is something we can add - for example Opportunity ID's created.

    Will that work?

    Of course this will be part of release 9.x due out in March 2014.
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    • #3
      Yes! would love to have relevant Opportunity records available for the C&P Designer.