Accessing Email from a Lookup Field

Accessing Email from a Lookup Field

Accessing Email from a Lookup Field

Have you ever wanted to use a field from a lookup object on its child object? For example, accessing the email field on a lookup object in a workflow that is based on the child object? This video walks you through just such a scenario. We have a script object that looks up to the writer object where the email is stored. Using a series of formulas and fields, we create a workflow that sends an email to the writer that is triggered by a value on the script object. Take a look and let us know what you think!

By Vocalcom

Top CRM Features of Vocalcom's Salesforce.com Supported Hosted Dialer

In the past, we’ve discussed what distinguishes Vocalcom’s hosted predictive dialer solution – completed with Salesforce.com support – from the rest of the bunch. For those of you who missed it, the two main reasons include: Salesforce’s strong and influential presence in the customer relationship management (CRM) space and the fact that our application is natively built, meaning that it...
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