Email Archives

#SalesforceSummer23 – Search Improvements on Email Messages

June 12, 2023 / Email, Platform, SalesforceSummer23

#1MinuteTip #SalesforceSummer23 When agents start to type a search string, search results include email messages with matching subjects. Previously, typeahead didn’t consider email messages. To define which fields appear in your agents’ search results, configure the search layout for Email Message records.

To make sure that email messages appear in search results, in Setup under Objects to Always Search, add the Email Message object to agents’ profiles. Then configure the search layout in Object Manager so that the results include the right email message fields. Previously, you couldn’t set up a search layout for Email Message records.

Product Area: Platform

References & Useful URLs

For Related Summer ’23 Release Note Article – Click Here

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Use Lightning Web Components (LWC) in Email Templates

March 22, 2023 / Developer Tools, Email

#1MinuteTip Do you know that you can use Lightning Web Components (LWC) in email templates?

Lightning email templates in Salesforce includes an “Email Content Builder” that allows you to create rich, professional-looking emails. This builder provides drag-and-drop interface that uses a standard set of Lightning components, like text and image blocks.

But do you know that you can extend it further by building your own custom Lightning Web Components? Using LWC in content builder you can leverage the power and flexibility of the web component framework to create custom, data-driven email designs and create dynamic content using iterations and conditional rendering.

LWC in Email Template — Image Source: Salesforce developers’ blog post (link below)

References & Useful URLs

Salesforce developers’ blog post – Extend Email Templates with Lightning Web Components

#SalesforceSpring23 – Hourly Send Limits for Single Emails

January 16, 2023 / Email, SalesforceSpring23

#1MinuteTip #SalesforceSpring23 Reps sending emails through the email composer can send up to 250 emails per hour. The org daily limit for single emails remains the same.

Product Area: Sales – Productivity Features

Send Limit for Single Emails in Salesforce

References & Useful URLs

For Related Spring ’23 Release Note Article – Click here
Blog Post – Step By Step Guide To Using Email Templates in Salesforce

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#SalesforceSpring22 – Analyze List Email Performance with Custom Reports

March 12, 2022 / Analytics, Email, SalesforceSpring22

#1MinuteTip #SalesforceSpring22 Your sales managers want to keep tabs on how effective a list email strategy is and which reps send the most impactful emails. To help them find this information and more, use the new list emails custom report.

References & Useful URLs

Blog Post – How to Send Mass Emails from Salesforce
Salesforce Spring ’22 Release Notes – https://sforce.co/3hxvvj1

#SalesforceWinter22 – Add Tables to Emails

November 2, 2021 / Email, Platform, SalesforceWinter22

#1MinuteTip #SalesforceWinter22 No more copy-and-paste! In the email composer, use the new table action to add a table to the body of your email. Customize the table’s contents, size, caption, and appearance. An email can contain multiple tables.

References & Useful URLs

Salesforce Winter ’22 Release Notes – https://sforce.co/3aigWwa