I’m having trouble building audiences of Contacts through a workflow using filter properties from a custom object B that is associated indirectly (through a third custom object A) to the Contact object. Could you please describe the general methodology for passing associations through multiple object types? I have included an example below.
Our org has build out an object model akin to this:
Email addresses are stored in the default Contact object.
many custom Customer objects can be associated to many Contacts. One Contact association per Customer is labelled as a primary customer contact.
many custom Product objects can be association to a single Customer.
Succinctly:
Contact → Customer (M:M)
Customer → Product (1:M)
I’d like to create a workflow which finds products meeting a property filter, finds their associated customers, then finds the associated Contacts and sends an email to those contacts.
Could you please direct me towards a resource which describes how this workflow could be created?
Thank you!
Brendan