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Salesforce.com customization handbook

You're reading from   Salesforce.com customization handbook Customize Salesforce to automate your business requirements

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Product type Paperback
Published in Sep 2014
Publisher
ISBN-13 9781849685986
Length 454 pages
Edition 1st Edition
Concepts
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Toc

Table of Contents (14) Chapters Close

Preface 1. Getting Started with Salesforce 2. User Management and Organization Administration FREE CHAPTER 3. Making Your Salesforce Data Secure – Security Settings in Salesforce 4. Domain Management, E-mail Administration, and Google Apps Settings 5. CRM Functions and Streamlining Business Requirements 6. Automating a Business Process 7. Concepts of Data Management 8. Reports and Dashboards in Salesforce 9. Chatter Configuration 10. Mobile Administration 11. Setting Up Deployment Processes 12. AppExchange – Extending Salesforce Functionality Index

Stay-in-Touch


What do we do to obtain our client's latest contact information? We simply ask them to send us the latest details after a certain period; usually, we e-mail them to get this information. It's a tedious task to write an individual e-mail to every client/contact. Salesforce provides a better way to ask your clients to stay in touch with you. You can simply use a single e-mail format, and with a click of a button, you can directly send an e-mail to your contact and get the latest information. This functionality of Salesforce is known as Stay-in-Touch.

Stay-in-Touch settings

To make use of this functionality, follow these steps:

  1. Navigate to Your Name | My Settings | Email | My Stay-in-Touch Settings.

  2. It will open a window where you can create a few settings, as follows:

    • Automatic Bcc: If you select this option, then you will receive copies of your sent Stay-in-Touch e-mails. This option is only available if your organization has not enabled compliant Bcc e-mails.

    • A reminder for New...

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