Discover how Salesforce Inbox can revolutionize your sales team’s productivity. This ultimate guide provides step-by-step instructions and tips to increase sales rep productivity. Integrating Outlook or Gmail with Salesforce is a great way to keep your reps productive with the tools they rely on most. You reduce context switching, so your reps can focus on the important things: Their customers and closing deals. Use Salesforce Inbox productivity features to the email integration to provide your sales reps with more tools. Features include productivity enhancers such as availability scheduling for meetings, tracking when emails are opened, and scheduling when to send emails. Add one or all the productivity features for your sales reps.
Salesforce Inbox Features:
See when customers open the email and whether they clicked any links inserted in the email. Know when your customers have engaged with what you sent.
Draft an email message and send it when the customer is most likely online. Because timing is everything, reps can schedule when their customers receive the email, so that it makes the greatest impact for a potential sale.
Create shortcuts for the phrases they use most and easily add them to the body of their email message. Say goodbye to potentially embarrassing typos and hello to saving time!
Steps to Enable and Add Inbox Feature to your Email Integration
Click , and select Setup.
Enter Outlook in the Quick Find box, and then select Outlook Integration and Sync.
To see the Outlook integration settings, expand Let users access Salesforce records from Outlook.
In the Inbox in the Outlook Integration section, select Edit Settings.
In the Salesforce Inbox page, enable Make Inbox Available to Users.
Select Who Gets Access to Inbox Features
In the Salesforce Inbox page, select Assign Permission Sets in the Who Can Use Inbox section.
You can access this same setting in the Select Who Can Use Inbox section of the Outlook Integration and Sync page.
Select an Inbox standard permissions set, Inbox With Einstein Activity Capture or Inbox Without Einstein Activity Capture. If you set up Einstein Activity Capture, assign the Inbox With Einstein Activity Capture permissions set. If your reps use High-Velocity Sales, the High-Velocity Sales User permission set also includes the Inbox permissions.
Click Manage Assignments, and then select the users who get access to Inbox features.
Click Add Assignments.
Note: To change the layout or availability of features in the integration, enable Customize Content with App Builder, and select to create an email application pane. Use the Lightning App Builder to customize the pane. You can customize multiple panes that include specific features for different sets of sales reps. For example, if some reps don’t track emails, build a pane that includes all Inbox features, except the one that tracks email. Using dynamic actions you can show the Submit for Approval action button only when the record is eligible for approval instead of always showing by setting conditions. The user will not be distracted and submit records for approval only when it is required.
When you need to create multiple variations of email for different segments the Dynamic content can be your savior because it removes the need to create multiple variations.
Dynamic content helps you to replace the content within an email based on a particular data point for your records. You can use Dynamic content on Landing pages and your own website, for example, you can tailor the digital experience based on what you know about that person.
Here is an Example to use Dynamic Content in Email Template
In Pardot, click in the email where you want to add dynamic content.
Click the in the editor.
From the first dropdown, select the dynamic content to include.
Use the preview dropdown to preview different variations.
To insert the content, click OK. Depending on the merge language your account uses, it appears as a PML variable tag or HML merge field.
Here you can check this Screenshot
NOTE: The dynamic content variation populates in the recipient’s inbox. Verify the dynamic content by creating a test prospect that matches the criteria for each variation. Then add the prospects to a test list.
If you need help setting up the Dynamic Content, you can get in touch with us here.
Creating related records can be a tedious task, but not anymore. Learn how to use quick actions to create new related records in just one click and maximize your efficiency. As we know that to create a related record for any object, you must go to the particular record on which you want to create that related record and scroll down to go to the related list to find the button “New” with the object name, and then you have to click on that. From this process, you can create a new related record.
Instead of this process, now you can create a button or link which, on click, opens an interface where you can create the required record with the selected fields and some predefined fields without moving to another page. All this can be done with the help of Quick Action. With this setup, You can not only create records but also update records, log calls, send emails, and also call Visualforce Pages.
Types of Quick Actions:
Object-specific quick actions
Global quick actions
Object-specific quick actions, specify that whenever you want the action to be used only on a particular Object, you use Object-specific actions. So basically, These actions are displayed on the details page layout of a record. It can only be used on the Object Page layout of the Object on which it is created.
Let’s look for an example. You have Account and Order objects in Salesforce. If you want to create an Order from Account, you need to navigate to the related list and select the ‘New Order’ button. Then it will pop up with another page, where you can enter details of an Order and a new Order will be created. Now here, will create a ‘Quick Action’ button which on click creates Order without navigating to another page.
Global actions, This can be used anywhere in Salesforce globally on the Groups page, Home page, and chatter feed page. As these are not associated with any other objects. It can be used on any object’s page layout and added to the global publisher layout. From Global actions, let users create or update records, log call details or send emails. When a global ‘Create action’ is created, it creates a new record that is not related to any other object.
Like this, you can create Quick Actions to decrease the time taken to perform some types of Actions such as creating or updating records, send emails, log a call, or we can also call Visualforce pages.
Steps to create Object-specific Quick Actions in Salesforce:
Let’s take an example –
Create a Quick Action for a new opportunity record (with some predefined fields) on the Account object.
Step 1 – Go to Object Manager and select Buttons, Links, and Actions and then New Action.
Step 2 – Create New Action as Create New Opportunity by given details and also define some predefined values for opportunity record.
Step 3 – Now go to Page Layout and drag the Create New Opportunity from Mobile and Lightning Action into Salesforce Mobile and Lightning Experience Actions. Then go to your app (Sales) and refresh the page and open any account record.
Step 4 – After clicking on Create New Opportunity, you will get a pop-up page for opportunity record creation whereas you will have to fill Opportunity Name and for other fields, you have already defined by using predefined field values.
Step 5 – An opportunity record has been created on Account.
Step 6 – This is an opportunity record details that is created by using Quick Action.
Like this, you can add action on any object to create, update, send emails and log a call etc. For more information, visit CloudVandana.
Dynamic Actions is a powerful administrative tool available in lightning app builder that enables you to create record pages with buttons and actions that are relevant to your users based on any record field value or user’s profile.
Instead of using a page layout editor you can assign actions in the Lightning App Builder and apply filters to control when and where actions appear for users. This makes your pages more intuitive and responsive.
Where it is available:
Dynamic action needs to be enabled from the Lightning app builder. Currently, dynamic actions can be enabled for both custom and Standard objects for desktop, but this feature for standard objects is in the beta phase.
How to Enable:
To enable dynamic actions for a custom object on desktop, add or select the Highlights Panel component on a custom object’s record page. In the Highlights Panel properties pane, click Upgrade Now and step through the migration assistant to migrate actions or start with new ones.
To enable dynamic actions for a standard object on a desktop, add or select the Highlights Panel component on the object’s record page. In the Highlights Panel properties pane, select Enable Dynamic Actions (Beta, desktop only).
How to Use:
To add an action in any of the dynamic action scenarios, click Add Action (1) in the properties pane. In the Actions modal, choose an action and click Add Filter (2) to assign visibility rules based on record field, device type, logged-in user profile, and other filters. An eye icon (3) next to an action’s name indicates that visibility rules are applied. If you migrate actions from a page layout, you can modify them in the Actions modal.
Example:
Using dynamic actions you can show the Submit for Approval action button only when the record is eligible for approval instead of always showing by setting conditions. The user will not be distracted and submit records for approval only when it is required.
Here is the simplest trigger to restrict deletion for any particular User or Profile
Steps to create a trigger in Salesforce:
Step 1 – Login into your Salesforce org and click on the gear icon located in the top right corner of the org. It will open a dropdown, you need to click on the ‘Developer Console’.
It will open the Developer Console for you. Now click on the ‘File → New → Apex Trigger’ as shown below.
It will prompt you to enter a name and select the object on which you want to run the trigger and then click on ‘Submit’ to create a trigger. After the record is created, it will open the file in the same window. An example is shown below.
There are two examples shown:
Restrict a Profile from deleting a Record.
2. Restrict a user from deleting a Record.
After writing the code, just save the record by pressing ‘Ctrl + S’.
Step 2 – Open a contact record in your Salesforce org. Click on the inverted triangle icon located on the top-right of the contact record. It will open a dropdown, click on the ‘Delete’.
It will prompt you to confirm the delete action by clicking on the ‘Delete’ button.
As soon as you click on the button, you will see the error message which we wrote in our trigger class that ‘You are not allowed to delete Contact records!’.
, and select Setup.
in the editor.
