Book Image

Salesforce CRM Admin Cookbook - Second Edition

By : Paul Goodey
Book Image

Salesforce CRM Admin Cookbook - Second Edition

By: Paul Goodey

Overview of this book

Salesforce CRM is a market-leading customer relationship management (CRM) application that is accessed over the internet. This application greatly enhances a company's sales performance, improves customer satisfaction, and provides a robust customer relationship management system for an organization. Salesforce CRM Admin Cookbook, Second Edition enables you to instantly extend and unleash the power of Salesforce CRM and its Lightning Experience framework. It provides clear, comprehensive instructions along with detailed screenshots and code. Whether you are looking for solutions to enhance the core features, such as data management, process automation, data validation, and home page administration, or are looking for ideas on advanced customization techniques, this book will provide you with immediate, practical, and exciting real-world recipes. This book guides you through interesting topics spanning a variety of functional areas. Recipes are provided that allow you to configure, build and extend the capability of Salesforce CRM using the Lightning Experience framework.
Table of Contents (16 chapters)
Title Page
About the Author
About the Reviewer
Customer Feedback

Creating an Opportunity close date reminder email using a workflow

As a best practice in any CRM system, when creating sales opportunities there should always be a close date with which to forecast, report, and monitor the progress of the potential sale.

In Salesforce CRM, the close date can be referenced to automatically trigger an email to remind the opportunity owner that the sales opportunity is nearing the scheduled closed date.

In this recipe, we will automate the sending of a close date email reminder with the use of a Salesforce workflow rule and email alert.

Getting ready

In order to send an email alert within Salesforce workflow, we will first need to create an email template using the following steps:

  1. Click on the setup gear icon in the top right-hand corner of the main Home page, as shown in the following screenshot:
  1. Click on Setup, as shown in the following screenshot:
  1. Navigate to the new email template creation page as follows: Email | Email Templates.
  2. Select the Unfiled Public Email...