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When I first started using Salesforce I thought it would be great for emailing. OMG how wrong was I! So I wrote a blog post https://thedetaildept.com/2012/06/20/difficulties-using-email-salesforce/ and sorry to say that 5 years later, the emails have NOT gotten any better. And to top it all off we were going to have a great new Quill HTML editor, and now that looks like it's going to be a complete bust - see Rich Text and HTML Editors, and now even the simple Mailchimp for Salesforce integration is broken, so we do NOT have even a remotely reasonable solution for emailing from Salesforce. And then there is the different email integration tools now for Gmail and Outlook, that I have tried to steer clear of until they are at least in GA and I have a good client that is willing to try them.
Email Templates Letterheads and Footers.
You want
- A consistent email signature
- from all staff
- for all communications
- from outlook or gmail
- from a single, hand crafted email via Salesforce
- from a single, mail merged email via Salesforce
- from bulk email out of Salesforce
- A disclaimer on the bottom of the email, that doesn't overshadow the whole email.
- A logo in the signature (obviously not an attachment).
- Emails to be able to be sent as HTML and / or Text
- Emails to look like they have been sent from Outlook or Gmail.
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