This one is a bit longer, but we cover some really useful topics, essentially all of the point-and-click functionality for sending emails within Salesforce. We will look at how to…
- Generate a letterhead to prettify your e-mails
- Generate a template that leverages merge fields and the letterhead we’ve created
- Set up an email alert that uses the template
- Create a workflow rule that utilizes that email alert!
Many organizations will use a third-party to manage their outgoing email marketing efforts, which is a great option as well which I hope to make some videos about in the future. But there are still a lot of situations in which you may need to alert an internal user or a customer directly from a workflow rule or process builder instance; in these cases, this video will help a lot!