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Including Product Line Items Details In An Email Template

Did you know that Workflow for Professional Edition comes with an email template that enables your to merge and email your Opportunity and Product Line Item details? Go to Setup > Communication Templates > Workflow for Professional Edition Folder.

You can create a Workflow Rule on the Opportunity Object that sends one of these templates via an email alert. Just select one of these templates when you create your Workflow Action.


1 Comment

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