1

I need to notify people at a set of accounts that a product they've purchased has been updated.

This is not the long term solution that I want, but what I did for the time being was put global tags on each account representing ownership of the product license.

My question is, can a view of contacts be set up that allows me to create a mass email to all of the contacts at accounts tagged with a certain global tag?

  • It looks like, in addition to other obstacles, you can't refer to a tag in a formula custom field either. Am I right about this? – Dave Aiello Jan 8 '13 at 17:17
0

One custom solution i can think is have a custom field on account and populate with specific code related to all products and then you can trigger emails through trigger to those contacts .

  • This is more or less the easiest way to do it. What I did was to create a custom field on the account that is a pick list. Then I defined all of the possible values and populated each account according to what they purchased. When I created a mass mailing, I was allowed to choose this account field as a filter for the view that selected the contacts to which the email was sent. – Dave Aiello Jan 15 '13 at 19:05
0

Not sure if you are looking at coding effort given that this is not a long term solution. But if you are then an Apex job may help. Use "accounttag" table to get a list of all accounts with given tag using which you can get all contacts associated to those accounts and send emails. Finally, you can run the job with a combination of "on update workflow" on Product object and email services.

  • Thanks for the idea, but we don't want to go in that direction because of the effort involved. – Dave Aiello Jan 15 '13 at 19:02

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.