Create Automated Emails In Salesforce | Full Tutorial

Create Automated Emails In Salesforce | Full Tutorial | 2022

Рет қаралды 23,637

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: 11

@sudhirkulkarni7773 11 ай бұрын

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

@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.

@thomaslystDK Жыл бұрын

Great video and very usefull. THANKS

@user-ll5dj1dk7s Сағат бұрын

Great video but very complicated for a fresh person like me.

@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?

@davidnelson3943 Жыл бұрын

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

@NickBoardman Жыл бұрын

Thank you David!

@muhammadadeelvlog 8 ай бұрын

great Vedio but new person is very critical

@nathaliesweatt8374 11 ай бұрын

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

@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