Last updated on OCTOBER 20, 2016
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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