Tag Archives: Email

How to Send an Email to a Quote Owner

In this blog, we are going to discuss ”How to send an email to a quote Owner”. Emailing a Quote in Salesforce for the customers is done for the approval process from the customers. The quote must be approved by the customers. Emailing a quote is done by attaching a PDF Quote to the customer’s or… Read More »

How to send CSV attachment in apex code

In this blog, we will discuss How to send csv attachment in apex code. Here, we are going to see how create a csv file with code and then we will send that file as attachment to the mail with the help of the apex code. Apex logic to send the csv attachment with mail:… Read More »

How To Create A Quote Template In Salesforce?

This blog will discuss how a user can create a Quote Template in Salesforce. Below are the steps to create a Quote Template in Salesforce: – Firstly, log in to your Salesforce Org. Secondly, go to Setup and Enter Templates in the Quick Find Box. In addition, click on “Quote Templates” in the Lightning Experience.… Read More »

How to use Email Template in Standard Salesforce Flow

In this blog, we will discuss how to How to Use an Email Template in Flow. To use Email Template in Flow, you need to go through two steps which are as follows. Create Email Template Firstly go to Setup-> search template -> choose Classic Email Templates-> click on New Template button. After that, select… Read More »

How to configure Email Deliverability Settings for Email Notification

Creating email templates in Salesforce is an easy way to send an email notification that can save you a huge amount of time. Salesforce provides various types of email template – Real-time, bi-directional, multi-company – Sage ERP Integration with Salesforce The Advantages and Disadvantages of each email Template are as follows :- Text Pros –… Read More »

Mass Email Salesforce Users

Our GUMU™ SAGE ERP Integration for Salesforce (Sage 100, Sage X3/EM and Sage 300) is a real-time bi-directional link. Using GUMU™ user can synch data between Salesforce to Sage ERP and vice versa. Salesforce provides a very useful feature of mass emailing all the users. This can come in handy whenever an administrator wishes to send out a message or… Read More »

Request updated information from Salesforce contacts

A lot of times it happens that an organization has outdated information of its contacts. Salesforce provides a useful Stay-in-Touch Requests feature using which the administrator or someone who owns a contact can send an email to the contact requesting to provide updated contact details. To request updated information, follow the below steps – Navigate… Read More »

Testing Deliverability of an Email sent from Salesforce

In our last blog post “Prevent Salesforce Emails from ending up in Spam Folder”, we had written about the things we can do to prevent emails sent from salesforce from landing in the spam folder. One of them was requesting the receiver to whitelist all the Salesforce.com IP addresses. Salesforce.com uses 52 IP addresses to… Read More »

Prevent Salesforce Emails from ending up in Spam Folder

One common problem organizations face when sending emails to clients is that the email ends up in the Spam folder and the client misses out on their emails. Even though it is not completely possible to avoid salesforce emails from ending up in the spam folder, there are certain things we can do to lower… Read More »