I want to send a mass email to all Opportunity Contacts where the role is X.
Additional to the Role, I have a custom object with an Opportunity lookup. I only want to send emails to these Opportunity Contacts where a checkbox field on the related custom object is False. If the checkbox is true, I do not need to email those Opportunity Contacts.
I'm wondering how to begin/implement across Opportunities, Contacts, and Custom Objects, and if there are other options out there to do this. Thank you!
5 answers
Hi Tam,
Were you able to find a solution for this use case?
Will you please share on how this solved this?
Thanks!