Chapter 8

Sending E-Mail

In This Chapter

arrow Getting to know Salesforce e-mail fields

arrow Setting e-mail options

arrow Sending an e-mail

arrow Delivering mass e-mails

arrow 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 ...

Get For Dummies, 5th Edition now with O’Reilly online learning.

O’Reilly members experience live online training, plus books, videos, and digital content from 200+ publishers.