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We have a proposal object that is a child of the contact object which is a child of accounts.

To show is differently, Accounts-->Multiple Contacts-->One Proposal

If someone creates a proposal document, all contacts under the given account need to get an email alert.

I am not sure how to set this up. All I have is when a proposal is created, only one contact gets an email. That's not enough.

How does one accomplish this just with clicks? or must one use a trigger?

Thanks

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  • Did a proposal document is a child object for contact or account please explain it briefly & mention your efforts about this requirement what you have done so far – Pavan tej Mar 15 '18 at 12:09
  • I edited the question. Is it any clearer? – dummyUser Mar 15 '18 at 12:29
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Have you tried using Flow? You can collect a list of emails using a Fast Lookup that grabs the Email address of all Contacts related to the Account ID and send an email through there.

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  • Would you happen to know of an online tutorial that does this so I can get the "hang of it"? – dummyUser Mar 21 '18 at 7:57
  • I don't have a specific example but here's how you'd collect records then loop through them: developer.salesforce.com/docs/… – Cory O. Bennett Mar 23 '18 at 18:35

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