Create Automated Emails In Salesforce | Full Tutorial | 2022

Поділитися
Вставка
  • Опубліковано 25 лип 2024
  • Need Help With Salesforce? Check Out - www.crmcrew.com/
    In this video I explain how to setup automated emails in Salesforce.
    Email: info@crmcrew.co.uk
    Telephone: 01494 256996
    Personal LinkedIn: www.linkedin.com/in/nick-boardman
    CRMCrew LinkedIn: / crmcrew
    CRMCrew provides CRM training solutions for businesses around the world. We offer bespoke online video training courses based on your CRM system & business processes, as well as 1-1 and group training. We also provide valuable free training content on our UA-cam channel.

КОМЕНТАРІ • 10

  • @sudhirkulkarni7773
    @sudhirkulkarni7773 11 місяців тому

    A good video. In-depth KT on Emails automating in SF.

  • @thomaslystDK
    @thomaslystDK 11 місяців тому

    Great video and very usefull. THANKS

  • @yukicchi626
    @yukicchi626 7 місяців тому +1

    I love your videos! Can you create salesforce task to outlook schedule? Or vice versa? Outlook sync is retiring so I want to figure out what I can do with flow.

  • @samuelsherrow3952
    @samuelsherrow3952 Рік тому

    Thank you, Nick. I'm trying to build a Lead email send cadence that allows a rep to send up to 4 emails, and a person can unsubscribe from the mini campaign or once they interact with it the campaign ends. Do you have any other videos that may assist me in this kind of use case?

  • @harshitagupta9212
    @harshitagupta9212 Рік тому

    Hey, the case in this video doesn't match to mine but do you have an idea if we can use email alert and flow to send emails to clients/account records when a checkbox is checked?
    I have tried a lot but it just doesn't work. Just wanna know if it's possible or not without writing code.
    Thanks

  • @elizabethabrams8049
    @elizabethabrams8049 Рік тому

    How do you edit the text template after creating, saving, and activating the flow?

  • @davidnelson3943
    @davidnelson3943 Рік тому +1

    Great video Nick, very informative and very clear. I like it as it is detailed step-by-step

  • @muhammadadeelvlog
    @muhammadadeelvlog 8 місяців тому +1

    great Vedio but new person is very critical

  • @nathaliesweatt8374
    @nathaliesweatt8374 10 місяців тому +1

    When the email is triggered is there history written on the case?