Create Automated Emails In Salesforce | Full Tutorial | 2022

  Рет қаралды 23,266

Nick Boardman

Nick Boardman

Күн бұрын

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 KZfaq channel.

Пікірлер: 10
@sudhirkulkarni7773
@sudhirkulkarni7773 11 ай бұрын
A good video. In-depth KT on Emails automating in SF.
@thomaslystDK
@thomaslystDK 11 ай бұрын
Great video and very usefull. THANKS
@yukicchi626
@yukicchi626 7 ай бұрын
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.
@muhammadadeelvlog
@muhammadadeelvlog 8 ай бұрын
great Vedio but new person is very critical
@davidnelson3943
@davidnelson3943 Жыл бұрын
Great video Nick, very informative and very clear. I like it as it is detailed step-by-step
@NickBoardman
@NickBoardman Жыл бұрын
Thank you David!
@samuelsherrow3952
@samuelsherrow3952 Жыл бұрын
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 Жыл бұрын
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 Жыл бұрын
How do you edit the text template after creating, saving, and activating the flow?
@nathaliesweatt8374
@nathaliesweatt8374 10 ай бұрын
When the email is triggered is there history written on the case?
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