Nuri Ensing
10/02/2025, 8:57 AMCeligo AI
10/02/2025, 8:58 AMAI generated answer (using internal Slack threads):To get the sales rep email which is filled in into an employee on the customer record, you can use a SuiteScript or a workflow. If you are using SuiteScript, you can use the
record.load method to load the customer record, then use the getValue method to get the sales rep's internal id. After that, you can load the employee record using the sales rep's internal id and get the email using the getValue method again. Here is a sample code:
javascript
var customerRecord = record.load({
type: record.Type.CUSTOMER,
id: 'your_customer_id'
});
var salesRepId = customerRecord.getValue('salesrep');
var employeeRecord = record.load({
type: record.Type.EMPLOYEE,
id: salesRepId
});
var salesRepEmail = employeeRecord.getValue('email');
If you are using a workflow, you can create a new action to send an email. In the 'Recipient' field, you can select 'Use a formula to generate the recipient list', and then use a formula to get the sales rep's email. The formula would be {salesrep.email}.
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Disclaimer:
This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes.
******Celigo AI
10/02/2025, 8:58 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.818359494
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.817810178
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.811767578
Celigo AI
10/02/2025, 8:58 AM