I would like to set up an automatic live or refreshable link to a salesforce report from Excel so Excel can always have the latest data in Salesforce.
@Douglas Harris - This is native to Excel - depending on your org's security persmissions. Open MS Excel, go to Data -> Get Data -> From online services -> From Salesforce reports (or Salesforce objects)
In excel - you just refresh data - and Boom!
Want to send a mass email in Lighting Experience?
Well now you can in Winter '18 with Lightning List Email, our reimagined "mass email" for Lightning Experience. This was designed with YOUR feedback, so thank you!
Some highlights:
Coming on the roadmap: sending list emails to campaigns, users and cases, as well as scheduling list emails.
PS - we're continuing to collect feedback and reimagine our Email Template experience as well. If you're interested in a quick 30 min chat - I'd love to talk to you. https://sfdc.co/email-feedback
@Austin Tam It would be extremely helpful for List Emails sent from Campaigns to show on the Campaign activity timeline! Any updates? Any reason why this isn't standard when the Related To field is populated with the Campaign when emails are sent from the Campaign record?
After the Spring '20 release that enabled queues for Tasks (@Anand Rohra), I've run into issues on ways of notifying the members of these new Task records. I understand that the help docs mention that notifications only go out when a user is assigned a Task but I'm struggling adopting this feature if I have to explicitly add in extra steps of automation to Send Email Alert or Send Custom Notification for each and every time I want to create something via Flow/Apex to a Task queue. In my small org, I've ended up creating multiple tasks assigned to different people for the same unit of work that only needs completing once. Definitely not ideal. And sadly, my users are oddly averse to refreshing list views or checking bell notifications...
From my understanding (and I may be wrong), this issue is only applicable to Tasks. It works as I would expect it to for other custom Objects (and likely standard too). I've seen this Idea Task Queue Notifications-Trigger Queue Notification Email for New Queue Records which basically covers most of what I'm concerned for.
Otherwise, I'm leading towards having to do some CMDT table finangling to assign users individually.
If there's a better trailblazer group to ask this in, let me know. It seems that there's low engagement here -- and most of them are advertising webinars.
I used the Queue ID in my decision and Labeled each decision option as the Name of the Queue. I then created an email alert for each queue so that I can select the users it should send to. It makes changing queues and off-boarding a little cumbersome, but it was the best thing option I could come up with at the time.
*Premier Webinar Alert*
Getting Started: Sales Cloud: Email Templates
Date/Time: Thursday, December 8, 2022, 2PM - 3PM U.S. Central
Format: Virtual, Listen-Only Webinar with Q&A, Premier customers are eligible for 1:1 follow-up
REGISTER HERE FOR US: https://cs.salesforce.com/events/7013y000002KGzvAAG
Would you like to learn more about building email templates in Lightning? If so, please join us for our this new Sales Cloud Expert Coaching webinar. We will discuss and demo two different email template building tools: Lightning Email Templates and the drag-and-drop Email Template Builder. Hope to see you there!
#Lightning Email Template Builder #Lightning Email Template
@* Outlook/Teams, Gmail, and Inbox *@* Sales Cloud - Best Practices *@* Sales Cloud - Best Practices *
ATTENTION! EAC EXPERT COACHING WEBINAR NEXT WEEK!
Getting Started: Sales Cloud: Set Up Einstein Activity Capture Webinar
Date/Time: Thursday, November 17th, 12:00pm - 1:30pmEST (Bi-weekly)
Format: Virtual Webinar (Premier or Signature Success Plans only)
Hosts: @Ashley Sanders & @Jennifer Turley
Interesting in what Einstein Activity Capture can do for your Reps or how to set it up? Look no further! In this expert coaching session, join our Salesforce experts to learn about how Einstein Activity Capture is a productivity-boosting feature that does more than just associate email and events to related Salesforce records. Einstein Activity Capture also syncs events and contacts between sales reps’ Google or Microsoft accounts and Salesforce! With everything captured and in sync, reps can get back to more important things, like selling. A Salesforce Success Guide will also review best practices, provide feature demos and resources will be made available at the close of the Webinar!
After attending the webinar, you can sign up for a 1:1 follow up with a Success Guide to ask further questions, ie.recommendations on Expert Coaching Sessions, etc.
How To: Sales Cloud: Managing Activities in Lightning
Date/Time: Wednesday, November 9th, 10:00 AM - 11:30 AM CDT
Format: Virtual, Listen-Only Webinar with Q&A, 1:1 Follow-up available for Premier customers
Hosts: Erin Schultheis, Morgan Paul
REGISTER HERE: https://cs.salesforce.com/events/7013y000002hHZVAA2
Learn how to drive productivity by optimizing the use of core Activity Management features in Lightning, for both users and administrators. We will discuss the use of Activities, including Tasks, Events, Emails, and Logged Calls.
This session is ideal for you if you want to: Increase sales rep efficiency and productivity, decrease time completing administrative tasks, increase sales user login rates, and receive additional insights that come from tracking activities.
*Premier Webinar Alert*
Getting Started: Sales Cloud: Email Templates
Date/Time: Thursday, November 10, 2022, 2PM - 3PM CST
Format: Virtual, Listen-Only Webinar with Q&A, Premier customers are eligible for 1:1 follow-up REGISTER HERE FOR US: https://cs.salesforce.com/events/7013y000002Uo8RAAS
Would you like to learn more about building email templates in Lightning? If so, please join us for our this new Sales Cloud Expert Coaching webinar. We will discuss and demo two different email template building tools: Lightning Email Templates and the drag-and-drop Email Template Builder. Hope to see you there!
ATTENTION! EAC EXPERT COACHING WEBINAR NEXT WEEK!
Getting Started: Sales Cloud: Set Up Einstein Activity Capture Webinar
Date/Time: Thursday, October 20th, 12:00pm - 1:30pmEST (Bi-weekly)
Format: Virtual Webinar (Premier or Signature Success Plans only)
Hosts: @Kyleigh Cairns & @Ashley Sanders
Confused about what Einstein Activity Capture does or how to set it up? Look no further! In this expert coaching session, join our Salesforce experts to learn about how Einstein Activity Capture is a productivity-boosting feature that does more than just associate email and events to related Salesforce records. Einstein Activity Capture also syncs events and contacts between sales reps’ Google or Microsoft accounts and Salesforce! With everything captured and in sync, reps can get back to more important things, like selling. A Salesforce Success Guide will also review best practices, provide feature demos and resources will be made available at the close of the Webinar!
After attending the webinar, you can sign up for a 1:1 follow up with a Success Guide to ask further questions, ie.recommendations on Expert Coaching Sessions, etc.
ATTENTION! EAC EXPERT COACHING WEBINAR NEXT WEEK!
Getting Started: Sales Cloud: Set Up Einstein Activity Capture Webinar
Date/Time: Thursday, October 6th, 12:00pm - 1:30pmEST (Bi-weekly)
Format: Virtual Webinar (Premier or Signature Success Plans only)
Hosts: @Jennifer Turley & @Makenzie Pavan
Confused about what Einstein Activity Capture does or how to set it up? Look no further! In this expert coaching session, join our Salesforce experts to learn about how Einstein Activity Capture is a productivity-boosting feature that does more than just associate email and events to related Salesforce records. Einstein Activity Capture also syncs events and contacts between sales reps’ Google or Microsoft accounts and Salesforce! With everything captured and in sync, reps can get back to more important things, like selling. A Salesforce Success Guide will also review best practices, provide feature demos and resources will be made available at the close of the Webinar!
After attending the webinar, you can sign up for a 1:1 follow up with a Success Guide to ask further questions, ie.recommendations on Expert Coaching Sessions, etc.
You bet @Rochelle Scarbalis! I will be posting tomorrow, but the registration link will be the same. We host these EAC Webinars the first and third Thursday of every month, so our next one is coming up NEXT Thursday October 20th at 12:00pmEST. I hope you can make it, feel free to register now. Thanks for reaching out!
How To: Sales Cloud: Managing Activities in Lightning
Date/Time: Wednesday, October 12th, 10:00 AM - 11:30 AM CDT
Format: Virtual, Listen-Only Webinar with Q&A, 1:1 Follow-up available for Premier customers
Hosts: Erin Schultheis, Morgan Paul
REGISTER HERE: https://cs.salesforce.com/events/7013y000002hHZVAA2
Learn how to drive productivity by optimizing the use of core Activity Management features in Lightning, for both users and administrators. We will discuss the use of Activities, including Tasks, Events, Emails, and Logged Calls.
This session is ideal for you if you want to: Increase sales rep efficiency and productivity, decrease time completing administrative tasks, increase sales user login rates, and receive additional insights that come from tracking activities.
