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Salesforce Automated Emails Opportunities and Leads

E*********h

$15.00 - $25.00 / hour
Application ends: July 30, 2024
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Job Overview

  • Date Posted
    July 8, 2024
  • Offered Salary
    $15.00 - $25.00 / hour
  • Expiration date
    August 7, 2024
  • Experience
    2 Year
  • Industry
    Development

Job Description

Hello,

I have a very straight forward task.

1. Using Flow building I need you to create a automated nurture email that is sent out every 30 days from when a opportunity stage is equal to X or Y. (I have already build this out, but I am stuck on a few simple parts) The email body will have a mergable first name of the contact of the opportunity. (this is the part I am stuck on)

2. Send a email every 5 days to leads that are in a stage of  X. Once again I have the flow built just stuck on the email part.

Challenge I am facing. When creating the text template for the email I am not able to add the contact name I only see contact ID.

If you can help that would be great.