![]() ![]() ACCESS SALESFORCE INFORMATION DIRECTLY FROM GOOGLE CALENDAR Why this is important: For institutions handling privacy emails, instead of now handling the bounced emails to a separate mailbox, the sender will be notified on this and he can talk to the contact or lead and fix the email saving time. Returning bounced emails as attachments comply with security measures that help to protect against fraudulent emails. When an email bounces, it is now sent as an email attachment to the sender’s email address. Help reps keep track of emails that aren’t delivered by returning bounced messages to them. SAVING TIME RETURN BOUNCED EMAILS TO SENDERS AS ATTACHED FILES Use record collection variable with sobject variable. Only reason to go to flow designer is to enable rich text editor which will be built later. Instead of sobject it will be records in flow Simple components like get records replacing fast lookup vs single record which will simplify your job. If you are looking to build new flows, check the app exchange for pre built flow templates. These are things which you need to keep track on flow builder. So stay on top with the new cloud flow builder which is faster, much simpler to use. With the new flow builder coming up, the old cloud flow designer will be retired since it is built in Flash. If you are GDPR compliant, now you can have sales reps send transactional emails to customers when the send Non-commercial email option is turned on.Ĭloud flow designer would be retiring soon You can prevent admission folks from sending email to students with these privacy settings by removing their Send Non-Commercial Email permission. Previously, Salesforce didn’t account for these settings and didn’t send any emails to these students. If your students choose Email Opt Out or the Don’t Market email privacy setting, your institution should send them non-commercial emails only, such as product shipping updates and service plan changes. Prevent Problem ACCOUNT FOR YOUR CUSTOMERS’ EMAIL OPT OUT PREFERENCES Why this is important: If you are a new salesforce user, you would send 5000 emails per day and for current customers, it is only applicable for custom code only. For orgs created before Spring ’19, the daily limit is enforced only for emails sent via Apex and Salesforce APIs except the REST API. If one of the newly counted emails can’t be sent because your org has reached the limit, we notify you by email and add an entry to the debug logs. For orgs created in Spring ’19 and later, this daily limit is also enforced for email alerts, simple email actions, Send Email actions, and REST API. This change applies to Lightning Experience and is included with Pardot Advanced.Įxpanded Enforcement of Daily External Email Limit for New OrgsĮach org can send 5,000 single emails per day to external email addresses. ![]() Place the Einstein Scoring component on your prospect records to see granular, meaningful insights. Einstein analyzes your Pardot prospects’ activities to aggregate and grade their engagement, so you can focus on the people who mean the most to your business. Your prospects generate a lot of data, but it’s hard to know what to do with it. Why this is important: This would help your admission folks to use tasks more effectively. ![]() Instead of scrolling through the Status dropdown list, sales reps can mark tasks complete with one click. CHECK TASKS OFF YOUR LIST WITH A CLICKĬlosing tasks isn’t a burdensome task anymore. Why this is important: For institutions sending mass emails to prospective students, you can now organize your email templates with admissions, marketing etc. And nesting folders makes it easier to organize and find email templates. You and your sales reps can now organize email templates into more folders than just Private and Public. ORGANIZE EMAIL TEMPLATES WITH FOLDERS AND NESTING Why this is important: For institutions looking for an appointment management system, this could be an option but this has an add on cost. Schedule customer appointments, and add details about required attendees. Search for employees with the right skills for an appointment, including certifications and areas of expertise. Why: Here are some of the things you can do with Lightning Scheduler.Ĭreate records that represent your employees, and add details about their skills, locations, and availability.ĭefine office locations and operating hours.Ĭreate appointment topics, such as campus visits, event locations. ![]() And with greater visibility into appointments, you can assign resources more efficiently and better address customer needs. Use Lightning Scheduler to quickly set up appointments within standard Salesforce workflows, such as leads and referrals, opportunities, and accounts. CREATE PERSONALIZED APPOINTMENTS WITH LIGHTNING SCHEDULERĭelight your students and prospects by scheduling appointments with the right person at the right time and place. ![]()
0 Comments
Leave a Reply. |
Details
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |