Salesforce Letterheads, Email Templates, and Email Alerts

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  • Опубліковано 2 лис 2024

КОМЕНТАРІ • 8

  • @biahomg
    @biahomg 4 роки тому

    Great video! I'm having trouble with this, would help me?
    In the email template the box to enter content is not the same size as the header and footer, is there some way to change the size of it? I measured the size of the box and adapted my images but I didn't like the result. Besides, there is a huge blank space at the bottom.
    Other thing is, can I add a hyperlink to the footer image?! I want to redirect to a website.
    I'd really really appreciate if you help me on this, it's making me crazy!! Haha

  • @mmmmkay4773
    @mmmmkay4773 4 роки тому

    Does lightening allow you to merge info onto a word doc and save as a PDF to send to a customer? Sometimes written emails aren't professional enough.

    • @SFDCGuide
      @SFDCGuide  4 роки тому +1

      Usually people will use an appexchange package to accomplish this (document generation).

    • @mmmmkay4773
      @mmmmkay4773 4 роки тому

      Thank you for responding. I will look into this tomorrow.

  • @justintribble9087
    @justintribble9087 4 роки тому

    Do you have any videos in regards to adding documents ie the logo

    • @wilmergfy
      @wilmergfy 4 роки тому +1

      Hi Justin, you have to switch to Salesforce Classic, then click on "Documents" and follow the promps from there. Good luck!

  • @an-b28
    @an-b28 4 роки тому +1

    Nice! Ty :)

  • @joserosario3011
    @joserosario3011 5 років тому

    You have good info, but you type and talk so fast that it is impossible to grab. Sigh