Lesson: 50 | Automate Opportunity Stage Email Notifications

User Story

As a Salesforce Admin,

I want to automatically send an email to the Primary Contact of an Account when the Opportunity stage is updated,

So that the contact is kept informed with relevant, stage-specific communication.

Acceptance Criteria

1. Email Templates:

   • 9 Lightning Email Templates are created, each corresponding to an Opportunity stage.
   • Templates are systematically named (e.g., Template_Prospecting, Template_Qualification) for easy mapping.

2. Trigger Conditions:

   • When an Opportunity’s stage is updated, an email is sent to the Primary Contact of the related Account.
   • The correct email template must be used based on the updated stage.

3. Recipient Logic:

   • The email is sent to the Primary Contact of the Account linked to the Opportunity.
   • If no Primary Contact exists, no email is sent, and an error is logged.

4. Dynamic Fields:

   • Each email template must include dynamic Opportunity and Account fields (e.g., Opportunity Name, Stage, Account Name).