Thursday, April 12, 2012 7:02 PM
i have an a record when am sending an a email through that record the record must goes to another entity
suppose "xyz" is an record when i send a email through this record this record "xyz" moves to another entity.
how it possible please give me some solution?
Thursday, April 12, 2012 7:16 PMNatively you should be able to write a Workflow that will format and generate your Email, then perform your record 'transfer' to the new entity.
Thursday, April 12, 2012 8:13 PM
if the email is sent from the record the complete record should have to move to that entity "crm"
can explain a bit more how the steps should have to create in the workflow to achieve it.
Thursday, April 12, 2012 8:16 PM
Maybe this will help get you started: