Chapter 8
Sending E-Mail
In This Chapter
Getting to know Salesforce e-mail fields
Setting e-mail options
Sending an e-mail
Delivering mass e-mails
Keeping an eye on e-mails after you send them
E-mail is a fundamental method for communicating with customers, prospects, and friends. By using e-mail correctly, you can manage more sales territory and be responsive to customers. However, by not using e-mail appropriately, you can leave a bad impression or lose a client.
If e-mail is an indispensable part of your business, you and other users can send e-mail from Salesforce and track the communication history from relevant records, such as accounts, contacts, opportunities, and cases. This capability is helpful if you inherit a major customer account because you can potentially view all the e-mail interactions from a single account record.
Sending an e-mail is a cinch, and if that were all this chapter covered, we’d have summarized it in just one section. But Salesforce provides additional ...
Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
and much more.
Read now
Unlock full access