You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

How to Send an Email with report attachment?

Accepted answer

Question : How can an email notification be sent to the opportunity owner with all the opportunity details at the same time?

**This post was created as part of a How to Service Request (SR)

Release: 22B

Summary of the question: Every month end it is needed to send an email notification to the opportunity owner provided if the opportunity estimated close date is that particular month end. BI Analytics is used to fetch the report of the opportunity whose estimation close date is that particular month end. In the report are included the following details: owner, estimated close date ,opportunity name ,opportunity Id, status name ,division. For one owner, there are up to two to three opportunities with the same estimated close date.

Howdy, Stranger!

Log In

To view full details, sign in.


Don't have an account? Click here to get started!