I’m working with an email template. Where I email the sales guys, that the order is being built. Somewhat like an order confirmation email, but instead of going to the customer, it’s going to a specific sales person assigned to the account. The email is for internal purposes only. The problem I’m having is in trying to figure out how to automatically set the recipients. Right now we are manually creating each email, set the template with variable fields however, we have to look up the sales persons email address, enter it on to the recipient. Is there a way to set the recipient automagically? I have the assigned sales person to the account available on the record.

Hi Mike, you could create a workflow to add a Email Rep button. in that workflow you can specify the recipient and email template. this recipient can be from the record, such as sales rep.

Or use a saved search > Email subtab. You can set the field name for your recipient ie Sales Rep and set it to send upon create. Or like what Jason also suggested, use a workflow. The Sales Rep field is available as a recipient. Set your workflow to Create event and your Send Email state to before or after record submit. Or add a button to trigger the sending.