Category

Webinar

Setting Up Email Templates in Salesforce

Salesforce.com How-To: Email Templates Helps Ensure Consistent & Timely Communication

Every Thursday, our very own John Pontius, CRMD's business analyst and internal guru shares tips for Salesforce users and highlights the power of automation for businesses.

This time, John walks users through how to create email templates in Salesforce Classic & Lightning. By working with email templates and creating emails within Salesforce CRM, Sales and Support teams can continuously track the activity and flow of communication happening with their customers and prospects.

One of the best ways to increase the likelihood of getting a reply for your sales emails is to reach out to leads as quickly as possible. We found that leads that are less than one week old are most likely to reply. Overall, it is best to hit leads while they are fresh to maximize your likelihood of getting a response.

GILAD RAICHSHTAINSalesforce

Timely correspondence is one of the foremost ways to stay recognizable. An opportune check-in or followup email promotes both credibility and professionalism in your customers’ eyes. As your sales and support team grows, maintaining consistent messaging can save everyone A LOT of time sorting their inbox and task list.

In the video below, watch John demonstrate how to create email templates in Salesforce Lightning!

Stay tuned for our upcoming webinar on Thursday March 14th, 2019. Subscribe to CRMD’s Youtube Channel to watch our complete playlist on Salesforce tutorials.  Get answers to all of your CRM needs for you and your business. If you found this content helpful, let us know.

Follow us on Linkedin or Tweet us your questions or suggestions for future videos!

Don't Miss Our Previously Recorded Webinar on Keep Org Data Clean Field Dependencies in Salesforce Classic!
Planning to implement Salesforce for your business? Talk to one of our CRM experts

John Pontius is a Business Analyst with CRMD and has worked in the Salesforce platform as a Sales Manager and Administrator for over six years. He  holds his Salesforce Administrator, Advanced Administrator, Sales Cloud Consultant and Platform App Builder Certifications and finds particular joy in helping clients eliminate repetitive, time-sucking actions through automation.  

Keep Org Data Clean With This Field Dependencies Salesforce Demo

Salesforce.com How-To: What are Field Dependencies?

Every Thursday, our very own John Pontius, CRMD's business analyst and internal guru shares tips for Salesforce users and highlights the power of automation for businesses. This time, John walks users through field dependencies and how to create them to display appropriate picklist values based on contextual data from a controlling field. This help teams work more efficiently and keep org data clean.

To better illustrate what field dependencies are, below are terminology as defined by Salesforce Trailhead that may be handy for some of our viewers.

Picklists – “A selection of options available for specific fields in a Salesforce object, such as a list of regions.

Picklist Values – Single value from a list of options rather than make an entry directly in the field

Field Dependencies – “Filters that allow us to change the contents of a picklist based on the value of another field.

Stay tuned for our next webinar on Thursday March 8th, 2019. Subscribe to CRMD’s Youtube Channel to watch our complete playlist of Salesforce tutorials.  Get answers to all of your CRM needs for you and your business. If you found this content helpful, let us know! Leave a comment with your questions or suggestions for future videos.

Don't Miss Our Previously Recorded Webinar on Record Types in Salesforce
Planning to implement Salesforce for your business? Talk to one of our CRM experts

John Pontius is a Business Analyst with CRMD and has worked in the Salesforce platform as a Sales Manager and Administrator for over six years. He  holds his Salesforce Administrator, Advanced Administrator, Sales Cloud Consultant and Platform App Builder Certifications and finds particular joy in helping clients eliminate repetitive, time-sucking actions through automation.  

Understanding Record Types in Salesforce

Every Thursday, our very own John Pontius, CRMD's business analyst and internal guru shares tips for Salesforce users and highlights the power of automation for businesses. This time, John walks users through use-case for record types, why it's especially important for managing leads and explains how to create them in Salesforce.

WATCH FULL DEMO: Create Custom Record Types in Salesforce Classic

John Pontius is a Business Analyst with CRMD and has worked in the Salesforce platform as a Sales Manager and Administrator for over six years. He  holds his Salesforce Administrator, Advanced Administrator, Sales Cloud Consultant and Platform App Builder Certifications and finds particular joy in helping clients eliminate repetitive, time-sucking actions through automation.