on 03-25-2019 5:37 PM
Hello
We have setup the Sales Quote module in Sales Cloud with approval flow.
Currently when the sales quote is approved by the approver it sends automatically an e-mail with the Sales Quote PDF.
However we would like to change the process, it should sent the e-mail whenever the owner wants to sent the sales quote based on a button. Is that possible ?
Thanks
Hi Arian
This can be achieved by creating a notification/workflow rule of type email for sales quote.
You can add a button on the TI screen and trigger some action to update a dummy field(or any other depending on your requirement).
In the notification, add a condition to trigger the notification on update of the dummy field.
Regards
Praveen
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