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KCowell1
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KCowell1
Member
May 07, 2025
Reply to Is it possible to trigger a workflow based on a Deal contact and an account contact?
Thank you for helping. Yes I want it to go to every contact associated with the deal but I also want it to go to contacts with a certain Contact Type...read more
KCowell1
Member
May 07, 2025
Reply to Is it possible to trigger a workflow based on a Deal contact and an account contact?
So it is set up as Deal based workflow currently. See image below. It's sending to the contact associated to the deal but I want to also enroll cont...read more
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KCowell1 on May 07, 2025
Is it possible to trigger a workflow based on a Deal contact and an account contact?
I currently have a new customer welcome email that triggers of a Deal (sfdc opp) being Won and enrolls the contact associated with the deal, to get the email. Is it possible to also somehow send the email to anyone at that Account, that is ass read more
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