How to Configure & Use Email To Salesforce

Email to Salesforce

Salesforce offers a few ways to marry the emails, contacts and calendar from your email application to Salesforce. This means that you can surface the data from your email application to Salesforce and vice versa. This offers a few benefits like having a more complete picture of the customer inside CRM, information becoming visible to the wider team in your Salesforce Org, less switching between the applications, better productivity,  better collaboration internally and with the customer etc. 

The different options available for this integration are

  1. Email to Salesforce (Free)
  2. Outlook Integration / GMail Integration (Free)
  3. GMail Integration and Sync / Outlook Integration and Sync (Free)
  4. Einstein Activity Capture (Free for upto 100 Users)
  5. Salesforce Inbox (Paid)
  6. 3rd Party Products on AppExchange (Paid)

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How To Set Up & Use Quick Text in Salesforce

Quick Text is a great productivity feature offered by Salesforce. It can save users’ time from typing repetitive text, again and again, such as greetings, answers to FAQs, etc. It can be used to standardize the messages being sent to the customer. You can define terminologies that the reps should use when communicating to customers so that they all speak the same language which in turn reflects your brand standards.

Quick Text can be used in email, chat, event, task, etc. Once enabled, you can set up separate Quick Texts for different functions by role and share with respective teams. In my previous blog on Macros, we saw a Sales use case of Quick Text. This time we’ll see how it can benefit support users. So let’s get started. More

A Comprehensive Study Guide On Salesforce Certified Service Cloud Consultant Exam

Service Cloud Consultant certification is intended for professionals who have experience in implementing Salesforce Service Cloud. The exam includes testing your concepts on industry knowledge & implementation strategies in general and then moving on to specific service cloud functionalities in Salesforce like case management, knowledge management, analytics, integration & console. More

How to Configure E-Signature in Salesforce with DocuSign

E-Signature in Salesforce

In one of our previous blog posts, we learnt how to generate pixel-perfect documents from Salesforce using Conga Composer. Now let’s go a step further. Let’s say that the documents that you are generating from Salesforce is a Contract and you need to get it signed by the customer.

Traditionally it will be done by printing the document & mailing it to your customer (with those colorful ‘Sign Here’ labels) where the customer will sign it and mail it back. And then you will probably scan it and store it your system. Elapsed time = 5 days (I am being toooo optimistic here). More

A 60 Minutes Step-By-Step DIY Guide to Salesforce REST API for Non-Developers

Salesforce REST APINo kidding. Even if you are not a developer, you can still learn the basics of Salesforce REST API in just under 60 minutes. Here is a step-by-step do-it-yourself guide on how to make REST API calls and interact with Salesforce.

But first of all, what is Salesforce REST API? Here is a very simple explanation – Salesforce REST API allows you to interact with Salesforce from outside the Salesforce. That means that you can create/update/delete records in Salesforce from an external program. That means that you can issue a query to Salesforce and get the response. More

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