Salesforce 101 – 4 Useful Hacks To Manage Salesforce Email

Salesforce Training
Salesforce 101 - 4 Useful Hacks To Manage Salesforce Email

As a CRM, Salesforce is very flexible. Salesforce features are independent of third party applications. One such feature that will save you time and simplify your work is Salesforce’s email service.

Irrespective of the email client you use, as a Salesforce user, you have the native email service within the CRM.

This chapter of Salesforce 101 will show you four hacks that will help you manage this native email service within Salesforce.

Read also: How I mastered Salesforce In A Week Using Whatfix Flows

How to create send an email button on homepage in Salesforce?

This Salesforce hack, will let you override the default “Send Email” button and personalize it for easy access on your home page. Once you’ve created this button, you can directly jump to the Salesforce email templates page from your home page, with a click.

The following instructional Whatfix flow for this hack is a bit long, so we recommend you to click see live, install our extension and view the flow live on your Salesforce.

How to send mass emails to leads in Salesforce?

When it comes to email blasts, you don’t have to rely on any other email marketing tool. Salesforce CRM itself has an inbuilt capability that will allow you to send mass emails. Although, the number of mass emails that can be sent, depends upon the edition of Salesforce that your organization is using.

See the Whatfix flow below on live mode, to get the complete walkthrough on sending mass emails with your Salesforce email service.

How do I upload a Salesforce email template? (Mail merge in Salesforce)

Mail merge is a useful Salesforce feature that is handy whenever you want to draft a letter, proposal, invoice, contract, invitation or any other boilerplate document. If you already have templates created for these documents, then you can simply upload them into your Salesforce as a mail merge template. This will cut down your effort to create separate emails every single time.

This flow will show you how you can upload a Salesforce email template.

 

How do I add an image to my email signature in Salesforce?

Salesforce allows you to personalize your email signature with the image of your company logo, contact information or any other promotional banners. Once set, the email signature will appear at the end of your Salesforce emails automatically.

This flow will guide you through the process.

So what do you think, do you really need another email client while using Salesforce? Let us know in the comments below.

To learn more on Salesforce you can check out our previous guides:

  1. Customize your Salesforce leads productively
  2. How to manage accounts on Salesforce like a Pro
  3. How to import and export contacts your Salesforce
  4. All about merging contacts on Salesforce
  5. How to manage users easily on your Salesforce
  6. How to manage opportunities in Salesforce

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Planning to switch from Salesforce Classic? Check out training series on Salesforce Lightning.

Try Whatfix on Salesforce

Gokul Suresh

Gokul Suresh

Gokul is the 1st Marketer of Whatfix and has written over 100 articles for Whatfix Academy since its inception.

There was a time when he used to be the all-in-all for Whatfix's Content Strategy, but now he has moved to a newer challenge expanding Whatfix's footprint with Events, Field, and Growth Marketing!

Have anything to say to him? Tweet out to him. He enjoys constructive criticism.
Gokul Suresh
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