How to Associate an Approved Document with a Suggestion Record in CRM?

Question:

How to associate an Approved Document with a Suggestion record in CRM?

Answer:

To assign an Email action to a Suggestion, set the Record Type as Email_vod
Set the Suggestion_vod.Email_Template_vod field to TRUE
Populate the following fields on the Suggestion record with the required value from the Approved Document record:

Suggestion_vod.Email_Template_ID_vod__c = Approved_Document_vod.Vault_Document_ID_vod

Suggestion_vod.Email_Template_Vault_ID_vod = Approved_Document_vod.Vault_Instance_ID_vod

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