Book Image

Salesforce.com customization handbook

Book Image

Salesforce.com customization handbook

Overview of this book

Table of Contents (19 chapters)
Salesforce.com Customization Handbook
Credits
About the Authors
About the Reviewers
www.PacktPub.com
Preface
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...