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Webinar: Generating Pre-Populated E-mails (Doc ID 1801169.1)

Last updated on APRIL 07, 2020

Applies to:

Oracle CRM On Demand - Version 031CS and later
Information in this document applies to any platform.


Role: Administrator, Reports Developer            Language: English           Length: 15 minutes

Expert: Louis Peters, principal product manager for CRM On Demand

Challenge: Provide a quick way to generate an email acknowledging receipt of a service request. This email must capture the email address of the sender along with important information to track that service request.

Solution: Louis takes you through the steps to generate a formatted, pre-populated email:
- Create a report with the fields you want to include in the email.
- Set up a custom Web applet to call that report and populate the email.
- Add the Web applet to your page layout.

Note: Basic HTML and CRM On Demand analytics experience recommended.


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