Creating Email Templates

Creating email templates in Salesforce is seriously easy and can save you a huge amount of time if you find yourself sending out the same old emails. This could range from sending out introduction emails to leads, standard welcome letters or case notification emails. You have… Read More

Creating Custom List Views

If you are unfamiliar with creating custom list views I will give you a short introduction. List views are ways of displaying small bite size chunks of data that are instantly accessible for different Objects (Leads, Accounts, Opportunities, Custom Objects etc). List views are created by… Read More

Email to Case Spam

Dealing with spam in Email to Case can be a tricky one. Salesforce doesn’t really give any inherent way to deal with this, which basically means whatever gets forwarded to the Salesforce support email WILL end up as a case. This obviously isn’t ideal. As… Read More

Case auto-response workflow

Whenever you submit a case online, most companies will send you an automated email response telling you some basic information about your case. This can include the description about the problem you entered, the category of the problem and anything else that the companies feels… Read More