Mass Emails for Lightning - What You Need To Know

Mass Emailing in Lightning allows you to send an email template (Complete with images, merge fields and attachments), to a list of contacts, person accounts or leads. This feature was referred to as “Mass Emails” in the Classic user interface, but is now known as “List Emails” in the Lightning experience.

Steps:

1. Create your Contact/Lead/Person Account List View. Use the filter feature to drill down to the exact recipients you want to receive your email.

2. Next, check the box in the list view next to each name of recipient

3. Find the List view button (featured in the image above)

4. Compose your own email content or select a pre-built email template (also add merge fields & attachments)

5. Once your template is complete, review your content to preview your email before it goes out.

6. Hit Send!

There are some limitations to consider with this feature:

• List emails can contain up to 32,000 characters.

• You can manually select up to 200 contacts or leads from a contact or lead list view.

• List emails count against an org’s daily list email send limit, which is typically 5,000 emails per day. This limit doesn't include individual emails you send.

Personalize the scheduling experience with Lightning Scheduler

Lightning Scheduler is a feature that helps your sales team personalize the customer experience by ensuring that appointments are set with the right person, in the right place, and at the right time. Once enabled, your team can set up appointments within standard Salesforce workflows, such as leads and referrals, opportunities, and accounts. With the enhanced visibility into your appointments, you can deploy the most appropriate resources to meet your customer needs.

Here are some of the exciting features that come with Lightning Scheduler:

• Create Salesforce records that reflect your employees, and add details about their skills, what locations they cover, and their availability.

• Define office locations and hours of operation.

• Create appointment topics, such as new account opening or a specific service request.

• Search for employees with the right skills for an appointment, including certifications and areas of expertise.

• Schedule customer appointments, and add details about required attendees.

• Assign the relevant permissions and set up service resources and territories.

  Recent Release Enhancements

• Inbound Scheduling:

  • With Lightning Scheduler’s most recent release, Inbound scheduling was included to give customers the tools to book their own appointments through the Scheduler. Customers can directly set up appointments with any sales rep at the time that best fits their schedule – in a place of their choice. Inbound Scheduling can be embed on your company’s website or through a Salesforce Community portal.

Einstein Activity Capture: Sync ALL Your Customer Communications

Einstein analytics has been a major focus of Salesforce’s development over the past couple of years, and one of the most basic but valuable elements of that development has been Einstein Activity Capture.

What is Einstein Activity Capture?

When enabled, it connects to your Gmail or Office 365 and allows your users to easily sync their email, calendar and Salesforce – without having to manually enter activities.

When reps send and receive emails and calendar events, Einstein Activity Capture adds the messages to appropriate records in Salesforce. All of the captured messages will become visible in Activity Timeline within Salesforce, providing context for your entire team so they can help close the deal.

Additional features include:

• Sync Contacts from inbox, along with Emails and Events

• Sharing settings: customize to decide what users see Emails/Events

• Activity driven dashboards and reporting for management

• Capable of capturing historical data (6 mo/Gmail & 2 yr/Office365)

Also, activities captured by EAC are stored outside of Salesforce and won’t impact your Salesforce data limits (with no additional charge for this storage).

Unleash the Lightning Experience with Lightning Record Pages!

One of the most exciting aspects of the Lightning Experience, which Salesforce launched a few years ago, is the versatility and flexibility of the user interface. Nowhere is that more evident than with the Lightning Record Pages.

What is the Lightning Record Page?

The Lightning record page is similar to the Classic page layout, however it is enhanced with the Lightning experience. So instead of simply being a page layout, it becomes a record page template for Lightning components (custom or standard) to be added and custom fit.

Everything on the Lightning Record Page can be tailored to fit your needs.

What is a Lightning Component?

Lightning components are building blocks that can be leveraged on Lightning pages – that represent specific Apps, tools, data sets, etc.

The 3 main types of Lightning components are: Standard (out-of-thebox components readily available and provided by Salesforce), Custom Developed (components created by your internal team – most likely by Developers), and AppExchange Components (available on the AppExchange to be installed in your Org).

Here is a breakdown of the most impactful Standard Lightning Components available:

• App Launcher:

  • The App Launcher displays a user’s available Salesforce apps and the connected apps the administrator has configured. Users navigate between apps using the App Launcher.

• Chatter:

  • Use this component to place a publisher and feed combo on a record page.

• Chatter Feed:

  • Use the Chatter Feed component to place a feed anywhere on a record page. The feed gives you a way to view posts, comments, and questions. Its attribute, Feed Type, takes one of these values.

  • Bookmarked—shows a feed of all items the current user has bookmarked.

  • What I Follow—shows a feed of all items the current user has followed.

  • To Me—shows a feed of all items where the current user is mentioned. No coding is required to join a feed to a publisher.

• Chatter Publisher:

  • Use the Chatter Publisher component to place a feed publisher anywhere on a record page. The publisher gives you a way to post, poll, or ask a question in a feed. Its attribute, Type, always takes the value Global. Use the Chatter Publisher component with the Chatter Feed component to get a full feed experience. No coding is required to join a publisher to a feed.

• Filter List:

  • The Filter List component points to a list view and displays the first few records from that view. It supports all public and shared list views that are associated with standard and custom objects, except: Activity ContentVersion (Files) Task User UserProfile

• Highlights Panel:

  • The Highlights Panel component displays key record fields along with quick actions. The fields that appear in the highlights panel come from the compact layout assigned to the object. The actions in the highlights panel come from the Salesforce1 and Lightning Experience Actions section of the page layout.

• Recent Items:

  • The Recent Items component displays a list of the most recently used items. The default is three, but you can set it to show a maximum of 30. In the Lightning App Builder, you can specify which objects’ records appear in the recent items list.

• Record Detail:

  • The Record Detail component displays fields and sections from the page layout associated with the object. When users view the Lightning record page, they may see different fields and sections based on their profile and page layout assignments.

• Related List:

  • Use the Related List component to include a single related list for a record in your Lightning page. To include all related lists for a record, use the Related Lists component. You can configure this component to display a related list for the record associated with your page, or you can display information for the parent record. Using a parent record is optional.

• Related Record:

  • Use the Related Record component to display the details of a related record, including the details of a parent record in your Lightning page. This component provides your users with built-in record creation, inline edit, and the ability to unlink a record and link a new one. This functionality is possible because the component uses actions.

• Report Chart:

  • Use the Report Chart component to include a chart from a report in your Lightning page. If you leave the component’s Label field blank, the component’s label is derived from the report’s label.

• Rich Text:

  • Use the Rich Text component to add text and simple HTML markup to your Lightning page.

• Skype for Business:

  • The Skype for Business component adds Skype controls to standard and custom record pages that have at least one email field. The controls let you see who’s online, initiate audio and video calls, and chat.

• Tabs:

  • Use the Tabs component to add tabs to a region of your Lightning page. Choose from a set of standard tabs or create custom tabs to enhance record pages for your Lightning Experience users. The Tabs component is supported only for Lightning Experience record pages.

• Visualforce Page:

  • Use the Visualforce Page component to include a Visualforce page in your Lightning page.

Additional Features of Lighting Pages include:

• Up to 16 Standard Lightning page templates to choose from (below)

• Set Component visibility: add custom filters on each lightning component, ensuring appropriate users only see what’s relevant

• Assign Lightning pages to a specific Apps or Profiles, or as an Org default

In Closing…. Although Lightning provides enhanced flexibility – it usually comes with added complexities, this is where we come in.

Our team has vast experience building & customizing Lightning pages to meet your specific business needs.

Have you thought about an unsubscribe link for your SFDC Email Templates?

Many companies send out marketing emails to their contacts and leads.

By utilizing one of the many free apps in the Salesforce App Exchange, we can create a way for you to allow your customers and prospects to unsubscribe from your email campaigns.

This code will process unsubscribe requests from the email recipients and update the email opt-out flag within your SFDC org.

The code simply searches the email subject line for the word “Unsubscribe” and updates all contacts/leads to HasOptedOutOfEmail=true.

For more information on this & other great way to personalize your Salesforce page, reach out to us at www.highfillservices.com/contact.html

Need to convert a mass group of leads with the click of a button?

By utilizing one of the many free apps available in the Salesforce App Exchange, we can create a Mass Convert Lead button to give you that capability!

Simply check the Leads you want to convert, click on the Mass Convert Leads button, and you're on your way. Your leads can be created into a new account, or combine into an existing account.

Or add an opportunity per lead, or create a single opportunity? Whichever suits your needs best! Once created, we’ll add the Mass Lead Convert button to your Lead Page layout for future use!

For more information on this & other great way to personalize your Salesforce page, reach out to us at www.highfillservices.com/contact.html

Customize your SFDC login page with your company logo

Give your SFDC login page a custom look and feel by adding your company logo.

We can custom fit your login page and adjust the background color, logo, and right-side content. Customizing your login page helps users recognize your page by tying it to your company’s branding.

For more information on this & other great way to personalize your Salesforce page, reach out to us at www.highfillservices.com/contact.html

Converting to Lightning experience is within your reach – we can help!

A large number of companies are interested in Salesforce’s new modern user interface, Lightning – but hesitant to make the transition.

It may be that you’re already comfortable with the Classic experience and don’t want to “rock the boat” for your current users.

Our team can assist with all levels of the conversion effort – walking you and your team through the UI, highlighting the exciting Lightning-specific features, and creating easy-to-understand guides that outline your specific use cases.

Once your team sees the potential that Lightning has to offer, the only thing you’ll be wondering is why you didn’t switch sooner! Contact us now to get an initial Lightning Readiness check assessment.

For more information on this & other Salesforce customizations, reach out to us at www.highfillservices.com/contact.html

Are you “Release Ready”? New and improved innovations are continually coming from Salesforce

Several times a year, Salesforce schedules releases to roll-out new innovations that help empower their users. Making sense of all the changes & improvements can sometimes prove to be challenging – that’s where we come in.

We can help you understand what new improvements may benefit your current org (such as Einstein enhancements, Lightning features, etc), and other changes that may impact your Org (browser support changes, TLS disablements).

We can also ensure you are signed up to receive the most pertinent information directly from Salesforce. Upcoming releases shouldn’t be a time to stress, but a time to get excited for the future – let us help you realize that.

For more information on this & other Salesforce customizations, reach out to us at www.highfillservices.com/contact.html

Time to Spring Clean your Organization’s data!

Over time your company will begin accumulating large amounts of data, which can be counterproductive if significant portions of that data is bad, incomplete, or corrupt.

Now is the time to go back and give your data a deep cleanse. We can review the health of your company’s data & help create strategies to get you back on track. First step would be to retro-actively clean the data you currently have – possibly merging existing accounts/contacts or removing duplicates.

After cleaning the current data, we would want to put measures in place to ensure that only clean data is entered moving forward. We can customize these filters and validation rules to meet your specific needs!

For more information on this & other great ways to customize your Salesforce, visit us at www.highfillservices.com; or email directly at: info@highfillservices.com