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A new knowledge base article has been published on our support portal.

Scenario Overview

In this scenario the users needed the ability to execute a workflow on an Account record which would generate an email that would go out to the Primary Contact of the Account. 

One of the key pieces is that within the body of the email we must dynamically inject a custom URL based on the ‘Account Number’  field on the Account record so we can track who has downloaded the brochure. Below is an example of what the email would look like with the dynamically constructed URL.

View this article in full on our support portal