Theire is what is going on:
Our Marketing director whant me to create some workflow that will wait until a certain time after the creation of an opportunity thant send an email base on a Template. The template must look like this:
[Letter header (supose to be an image)]
Hello dear [The name of the customer],
Are you still interest in our [name of the product].
Salutation
[Name of the sales man]
As you see, the email must containt the information of at leat 3 entity (Cusotmer, OpportunityProduct and Owner). There my issue: I can't create an email that provide all those informations.
I tried to make the workflow on the opportunity, but the related OpportunityProduct are not available.
The only way it could work it's to create the workflow on the OpportunityProduct. If I take this option a probleme happend: my customer will recived 1 email per product! I don't kwon for you be if the user ask for five product place in 1 opportunity and he receved 5 email it became spam.
In resum: I wold like to create a workflow on a opportunity witch send email a spécifictime. This email must containt all the product of the opportunity, the contact informations and the sales man informations.
Is there a way to do this ?
Thank.