Step By Step Guide To Using Email Templates in Salesforce

An email template is a pre-formatted email that you can use to create and send emails quickly. Use email templates in Salesforce to increase productivity and ensure consistent messaging. Email templates with merge fields let you quickly send emails that include field data from Salesforce records like Contacts, Leads, Opportunities, or custom objects. You can use email templates when mass emailing people with List Email or just to send to one person. You can create your own template or use templates created by Admin or your manager.

There are two kinds of email templates in Salesforce:

  1. Classic Email Templates
  2. Lightning Email Templates

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Step By Step Guide to Multiple Currencies in Salesforce

Salesforce Multi CurrenciesIf your organization is spanned across multiple countries, you may want to  explore and understand the multi currency feature in Salesforce. Along with multiple languages, Salesforce also supports multiple currencies. In a multi currency setup, users in different geographies can use their local currency when working on Opportunities & Quotes, viewing their Forecasts & Quota and analyze data in Reports & Dashboards.

There are two main aspects of multiple currency feature in Salesforce

  1. Enable Multiple Currencies
  2. Use Advanced Currency Management

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How To Manually Share Records In Lightning Experience

One of the features that is sorely missed in the Salesforce Lightning Experience is the ability to manually share records with another user. The feature was available out-of-box in Salesforce Classic as shown in the image below.

As a workaround, Salesforce Labs came up with a lightning component on AppExchange called ‘Lightning Sharing’ that will allow your users to manually share records in Lightning Experience.

Here is step-by-step guide showing how to install, configure and use Lightning Sharing to manually share records in Lightning Experience – all in just under 20-30 minutes.

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How to Upload Data in Different Languages in Salesforce

(This blog post was originally written in July 2012. It has now been updated with a more simplified process, screenshots with the step-by-step guide and option to download the PDF)

Upload Data in Different Languages in SalesforceWay back in 2012, while working on a project, I had the requirement of uploading data containing Chinese, Thai, Vietnamese etc. characters in Salesforce. The data to be uploaded was available in Microsoft Excel format. However from Excel, when I tried to save the data in CSV format a lot of characters were converted to ‘ ? ‘ (question mark) resulting in the loss of data. Earlier Excel did not allow us to specify the encoding of the CSV file (when this blog post was originally written back in 2012). More

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