Chapter 7. 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
Making Salesforce and Outlook work together
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 sending e-mail inappropriately, 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; 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 e-mail tools to help you better sell to, service, and wow your customers. In this chapter, we show you all the tricks and best practices for sending a basic e-mail, mass e-mailing, using templates, and tracking responses.
Understanding E-Mail Fields in Salesforce
An e-mail in Salesforce is an activity record comprising fields for the message and for the people you want to keep in the loop on the message.
The e-mail record comes with standard fields that people commonly use ...
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