Winter has come. Salesforce Winter ’21 Release is now live in all Salesforce Orgs. And here are all the different ways in which you can familiarize yourself with the new features and functionalities introduced in this release.
Do you know that you can enable password less login to Salesforce? With a feature called “Lightning Login”, your users can login to Salesforce with just a mouse click and a tap on the mobile device.
It is available for every Salesforce Org, be it production, sandbox, developer edition, or Trailhead playground. So you can seamlessly log in to each of your environments even if you have different sandboxes, a handful of dev orgs, or dozens of Trailhead Playgrounds. Doesn’t matter!
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:
How do you find out the edition (Essentials, Professional, Enterprise, Unlimited, etc.) and release (Winter 20, Spring 20, Summer 20, etc.) of your Salesforce instance? There are a couple of ways to determine this.
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A mobile phone is usually the first place where we store our contacts. And this is followed by storing it in the address book in our email program be it Microsoft Outlook, Microsoft Office 365, GMail or something else.
For new users of Salesforce, it will be quite convenient if they can upload all the contacts from their address book to Salesforce rather than creating it one by one. And for all users of Salesforce, it will be quite convenient if they can create a contact record in Salesforce by copying the contact data from their mobile device.