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  • Kwalla25
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2 replies

Does anyone have any user experience with the integration of Salesforce and Syteline ERP?

We are looking to replace our ERP and Syteline seems to be a good fit, but hesitant about the integration with Salesforce.com? 

1 replies

VF Email Template with variable ReplyTo?

Is it possible to make the ReplyTo for a VF email template be a variable like the below?

 

<messaging:emailTemplate subject="Thank you for contacting Clearwater Systems"
    recipientType="Lead"
    relatedToType="Lead"
    replyTo="{!Lead.OwnerEmail}">

 

My goal is that, as the Admin, I may send emails on behalf of the Sales Team (as in follow-ups to a conference or something) and we want this to be transparent to the receivers.  We want the "reply to" email address to be the Lead Owner (i.e. the Sales Person) and not me, some unknown person.  This way when people reply, it will go to the right person instead of me.

 

Thanks,


K

 

 

SOLVED
2 replies

How to dyamically select which campaign to send, at different time intervals?

Hello, i could greatly use some pointers  here.  i need to do the following:

any time a new contact is  created i need to send 3 campaigns,  on day 1, day 90, and day 365.  Another catch is that contact indstry type drop down will determine which campaign to send. so the  campaign will be selected based on a) industry  type and b) number of days .

 

i would really appreciate any tips (high level outline of the steps) on how to impliment this.  I have been studying  time based triggers, sending campaigns with basic work flow, but have not been able to figure out  the steps to meet the  rules outlined above completely.  Originally i was told by my boss to  use the api and program against this to do the work, but to me that  just seems wrong.  Based on my little investigation so far, i'm betting that SF can  do this by itself  by configuring  work flow, time based tiggers, etc..

 

Thanks.

SOLVED
3 replies

How to display name, not ID?

I am trying to create a VF email template that will be sent based off a date field on a custom object (Service_Plans__C_).  In the subject line, I'm trying to get it to display the name of the Opportunity that's related to the Service Plan.. but it displays the Opportunity ID, not the text name.

 

What should I use in place of {!relatedTo.Opportunity__c} to get the text name and not the ID? 

 

Service Plans is Master-Detail(Opportunity) if that matters.

 

<messaging:emailTemplate subject="Notification - Service Plan, {!relatedTo.Name}, for {!relatedTo.Opportunity__c} expires on {!relatedTo.Service_Plan_End_Date__c}" recipientType="User" relatedToType="Service_Plans__c">

 

Thanks!

 

K