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January 24, 2020

Salesforce Email Automation Made Easy

Automators … Mount Up

Email is still one of the most common methods of communication in the workplace. An admin or manager may want to check the status of an opportunity on which a representative is working or be notified about a new customer who bought the brand new product. Maybe an admin or manager wants to simply review a customer request for a part that was broken upon delivery. All can be addressed and managed conveniently via email today.

The awesome news is Salesforce has automation tools to optimize ecommunications and bring companies and customers together with minimal complication. Email automation is one of the key operations to bring valuable information to both Salesforce users and customers, successfully building that bridge.

Automate your World

Email automation can be deployed in your Salesforce Organization easily. From email confirmations and product orders, to email blasts or sales emails … Salesforce offers automation to help you simplify for your email sends to make your life easier. Here’s how to access and set up your automation journey.

To access Salesforce email templates, go to Setup and type in Classic Email Templates. 

From this screen you can select the type of email template.

What’s really cool about this is templates are reusable. They may vary from company structure to company structure, but once set up, they can be used across multiple departments. Email templates can really put the convenience in communications, which means more time can be spent getting more business or nurturing existing business.

Within each email template is the pre-canned message ready to send. Whether it’s common correspondence with the customer’s purchase details or an email addressing product issues with reference numbers, admins or managers can merge fields that will include the customer’s unique information making every communique personalized

Automation is Awesome

Here’s a sample email template, with the highlighted area personalized via automation.

Email notifications are the next step into email automation. This is a critical component, as you want to make sure that the correct alert is attached to the correct email template. Once the alert is set up, it will be ready to use – whether its an internal user or an outside contact.

Go with the (Work)flow

The final step to automating your email sends would be either using workflow rules or process builder. Both work effectively, but there are a few considerations for process builder in terms of fulfilling complex solutions. For example, if an admin wanted an email alert that only sends to a niche customer base, they can set those up with multiple if/then statements to make sure their workflow is plotted correctly. It may take a few more minutes to set up, but once coordinated, really effective.

This is merely a glimpse into the capabilities of email automation for your org. It can be used in different departments for different workflows where applicable. Once you get the hang up set up, email sends in the long run will flow smoothly for all end users and customers.

Need a Salesforce Hero? 

Need help setting up crucial automations or large-scale implementation, give us a ring. At Shift3 Technologies, we use a consultative approach to help you determine the best strategy to identify your challenges, implement appropriate solutions and enhance your systems. Frustrated with Salesforce? Learn to love it again with our 3-part blog series. For a free consultation, email [email protected] or call 559 560 3300 today.

This post was written by Victor Carranza, Salesforce Certified Administrator.

If you’re interested in uncovering the tech possibilities available to your organization or want to find more ways to increase your ROI with technology, click this link to schedule some time with one of our experts.