Delete Attachment

  1. Choose the email to run against
  2. Determine which what size attachments should be deleted
  3. Chose to log a note against the email indicating what attachments were deleted 

Email Business Unit

  1. Create an email record using "Create Record -> E-Mail"
  2. Set all values and add any recipients outside of the business unit users
  3. Choose the email to run against
  4. Choose the business unit, users will be appended to the existing recipients
  5. Choose the option to include all child business units
  6. Choose the option to send the email to keep it in a draft status

Email Security Role

  1. Create an email record using "Create Record -> E-Mail"
  2. Set all values and add any recipients outside of the users with the given security role
  3. Choose the email to run against
  4. Enter the GUID of the security role, users will be appended to the existing recipients (wasn't able to use a lookup field here, wasn't able to resolve a dependency calculation error when picking a role from a child business unit)
  5. Choose the option to send the email to keep it in a draft status

Email Team

  1. Create an email record using "Create Record -> E-Mail"
  2. Set all values and add any recipients outside of the team users
  3. Choose the email to run against
  4. Choose the team, users will be appended to the existing recipients
  5. Choose the option to send the email to keep it in a draft status

Get Case Resolution

  1. Choose the case to run against
  2. Choose the retrieve the first of last case resolution description
  3. Use the result in subsequent workflow steps

Get Opportunity Close

  1. Choose the opportunity to run against
  2. Choose the retrieve the first of last opportunity close description
  3. Use the result in subsequent workflow steps

Get Order Close

  1. Choose the order to run against
  2. Choose the retrieve the first of last order close description
  3. Use the result in subsequent workflow steps

Get Quote Close

  1. Choose the quote to run against
  2. Choose the retrieve the first of last quote close description
  3. Use the result in subsequent workflow steps


Last edited Jun 3, 2013 at 4:17 AM by JLattimer, version 1