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Adding Email Signatures in Salesforce

Adding Email Signatures in Salesforce

Adding an email signature in Salesforce is straightforward and much easier with...
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Adding Task Type Dropdown to Salesforce Lightning Task Layout

Adding Task Type Dropdown to Salesforce Lightning Task Layout

Tasks are an intuitive way to organize workflows in Salesforce. Salesforce Classic...
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Adding Comment Field to Lightning Task Object

Adding Comment Field to Lightning Task Object

One major missing Classic feature is related to the Task Object. Out-of-the-box...
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The Basics on How to Optimize Emailing from Inside Salesforce

The Basics on How to Optimize Emailing from Inside Salesforce

One of the most useful features of the Salesforce Sales Cloud is...
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Sending Emails Using Outlook, Gmail or MacMail From Inside a Salesforce Lightning Record

Sending Emails Using Outlook, Gmail or MacMail From Inside a Salesforce Lightning Record

Salesforce Lightning users can send email using Outlook, Gmail or Apple Mail...
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Setting Up Email Relay for Microsoft 365

Setting Up Email Relay for Microsoft 365

The following steps explain how those that use Office 365 can set...
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