Do you ever get confused about all of the different options available for working with email and Salesforce? I do, and so we created a one pager overview diagram. It is broken up by use case or scenario. Get the Email Integration Options PDF Download PDF Gmail / OutlookIf you use Outlook or Gmail for your email, you have a few options. To start with, there is Outlook Integration… Read More
Salesforce Email to Case Setup Example
Email to Case is a standard Salesforce feature that allows cases to be created from emails. We will be looking into the detail of On-Demand Email-To-Case and Email Services.On Demand Email-To-CaseThe first question when considering this functionality maybe which email address should be used to send to? We cannot send email to just any email address and have a Salesforce case created. We need to generate it using Salesforce configuration.Go… Read More
Saving Emails to Salesforce
If you use Gmail or another web based email service, Salesforce has a feature that will allow you to save your emails related to leads, contacts and open opportunities. It is the ‘Email to Salesforce’ features and when enabled, allows users to bcc a unique bcc email address to automatically create activity records against records in Salesforce. To use this feature, firstly the Salesforce Administrator has to enabled it, and… Read More
Salesforce Mass Email
When you hear that Salesforce has a mass email capability you may think that you don’t need a marketing automation package to do that for you. Dig a little deeper and you will find that although Salesforce can send mass emails, there are a number of limitations that may have you looking back at AppExchange products. Firstly, lets look at what you can do with Salesforce mass email capability. You… Read More
Salesforce Email Templates
When you send an email from Salesforce, such as when you use the Send Email button or triggered from a workflow, you can select an email template. Email Templates in Salesforce come in four different types: Plain Text HTML using Letterhead HTML Custom Visualforce Plain Text Email Template This is the simplest email template to create. You can create it very quickly by entering the email text and including the… Read More
Salesforce and Email – What are the options?
When it comes to Salesforce and email, it can get confusing to understand what the options are. Read on to discover 10 ways you can work with email and Salesforce together. Sending Email from Salesforce Some people may wonder whether integration to an email client such as Outlook is even necessary. If Salesforce could send and automatically process incoming emails, then couldn’t users just live in Salesforce and use it… Read More
