Letterheads, Email Templates, and Email Alerts

Introduction

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…

  1. Generate a letterhead to prettify your e-mails
  2. Generate a template that leverages merge fields and the letterhead we’ve created
  3. Set up an email alert that uses the template
  4. Create a workflow rule that utilizes that email alert!
Note:

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!

Cheers!

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