It sounds like you’re working with a Template-Based Email in Salesforce Marketing Cloud, and you’re encountering a locked template that limits direct edits. The lock icon in the top-left corner indicates that you can’t modify certain elements directly within the email editor.
Using query parameters and Salesforce merge fields, you can create personalized prefill links that automatically populate forms with user information from Salesforce. Adding Dynamic Prefill Links in Salesforce Emails Using Dynamic Prefill Links in Salesforce Console By following these steps, you can dynamically populate forms with Salesforce data, streamlining data entry and improving user experience. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more
Standard Email Notifications By default, email notifications for Lead, Contact, Account, Case, and Opportunity are automatically enabled for each new Assignee, with no additional setup required. If you have disabled these notifications and want to re-enable them, or if you wish to set up other types of notifications, follow the steps outlined below. Notifications Setup Overview Notifications are configured per Assignee and per MatchGroup. If an Assignee belongs to multiple MatchGroups, they may have different notification settings for each group. Notifications must be enabled for each MatchGroup where the Assignee is assigned. Start by setting up the notification messages for the desired notification type, then enable the notifications in Super Round Robin (SRR). Prerequisites Setting Up Notification Messages For Mobile and Desktop To configure Mobile or Desktop in-app and push notifications, you first need to create a Custom Notification. Mobile and Desktop notifications can be enabled independently, so it’s recommended to create separate notifications for each. For Mobile only: Read more about Mobile Notifications in Salesforce For Email Super Round Robin includes pre-configured email templates for Lead, Contact, Account, Case, and Opportunity notifications, which require no further setup. For other objects, you need to add a new email template with the prefix SRR_Notification_ and store it in the SuperRoundRobin folder. Learn more in Customizing the Email Alerts > Adding Notification Templates for Other Objects. You can also: After making changes to the SRR email templates, purge the Platform Cache in the “Setup And Status” tab. All SRR email templates should be stored in the SuperRoundRobin folder. For SMS To send SMS notifications, ensure you have an Email-to-SMS provider. No further configuration for notification messages is needed. Enabling Notifications in SRR Notification settings are configured in the Assignee’s profile. You can set these while creating a new Assignee or editing an existing one. Access existing Assignees via their MatchGroup or from the Assignee Summary tab. Steps: Troubleshooting Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more
Effective Use Cases for Tags in Account Engagement Tags in Account Engagement are a powerful tool similar to folders. They help you sort, organize, report, and search your data more efficiently. Here’s how you can leverage tags to streamline your marketing efforts: Organize Your Content By Campaign If you recently launched a webinar campaign and want to track all associated forms, landing pages, email templates, lists, and segmentation or automation rules, tags can help. Tagging all items related to a campaign allows you to easily find, copy, and manage them later. Organize Your Content By Type Account EngagementTags can categorize various files uploaded into Account Engagement, making it easier to create new marketing materials and track prospects. Apply tags like “image,” “logo,” “white paper,” and “data sheet” to different file types. Similarly, you can tag emails (newsletter, autoresponder, nurturing) and forms (kiosk-mode/tradeshow, website, paid search conversion) to streamline finding and reporting on specific items. Sort Your Prospects Create custom criteria for tagging prospects, making it easy to review or report on specific groups. For example, tag prospects as “Sales Ready” when their score exceeds 100 and they have attended at least one webinar. Tags can be applied through completion actions, segmentation rules, or automation rules, allowing for both automated and manual tagging based on your needs. Omit Clients, Partners, or Unqualified Prospects From Daily Prospect Emails Exclude prospects with specific tags from Daily Email Alerts to reduce noise and help your sales team focus on the best leads. To tag prospects: Tag clients, partners, unqualified prospects, or other less relevant leads and omit them from daily reports. For example, set up an automation rule to tag clients: Track Campaign Touch Points Tags can highlight key campaigns that engage your prospects the most. Apply a tag when a prospect participates in significant campaigns, such as registering via a kiosk-mode form at a trade show booth or downloading a Buyer’s Guide. This tagging allows you to quickly see important engagements, track prospects’ journeys towards becoming sales-ready, and identify those with notable actions. By strategically using tags in Account Engagement, you can enhance your marketing organization, improve reporting, and better manage your prospect interactions. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more
Share the workload effectively by establishing queues in Public Sector Solutions to enable reviewers to access ready-to-process applications. This involves creating queues with assigned members based on user roles, such as a queue for application reviewers managing initial approval steps. Multiple queues, like those for compliance officers handling onsite inspections, can be created. During the approval process, the queue takes ownership of the application record, allowing any member to advance the approval steps. In Salesforce, a public sector approval process queue allows multiple approvers to manage a backlog of applications. The queue owns the application record during the approval process, and any member of the queue can take action to complete a step. Here’s a step-by-step guide to creating a queue: To enhance communication, create an email template and enable email approval responses in Setup’s Process Automation Settings. Now, your reps can efficiently manage activities through the Cadences tab, where details and targets for each cadence are visible. Cadences in Salesforce guide reps through prospecting steps, streamlining outreach and ensuring timely logging of activities. To create a branched cadence for varied outreach based on call or email outcomes, utilize the Cadence Builder. This tool enables the addition of email, call, wait periods, or custom steps. Branching is achieved through call or listener branch steps, ensuring tailored outreach steps based on outcomes. Finally, Salesforce users can activate cadences after creation, and both reps and managers can add prospects directly from lead, contact, or person account detail pages. The Sales Engagements component on these pages enhances visibility, allowing reps to act on the next sales step conveniently. In summary, Salesforce’s Cadence Builder Classic streamlines prospecting and opportunity nurturing, while queues optimize workload distribution in Public Sector Solutions. Effective use of cadences and queues contributes to a well-organized and responsive sales process. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more
Revolutionizing CRM: Introducing Salesforce Pro Suite In today’s dynamic business technology landscape, Salesforce has established itself as a leader in customer relationship management (CRM) solutions. The launch of Salesforce Pro Suite marks a significant milestone in their mission to empower businesses with cutting-edge tools designed to optimize operations, enhance customer engagement, and drive growth. This article explores the features, benefits, and potential of Salesforce Pro Suite, showcasing why it stands out as a transformative solution for businesses of all sizes. What is Salesforce Pro Suite? Salesforce Pro Suite is a comprehensive collection of integrated tools and services designed to augment the capabilities of Salesforce’s CRM platform. Tailored for modern businesses—from startups to large enterprises—it incorporates advanced functionalities such as artificial intelligence (AI), automation, and data analytics to boost productivity, foster collaboration, and facilitate informed decision-making. Unlock growth and deepen customer relationships with Pro Suite—the all-in-one CRM suite with marketing, sales, service, and commerce tools that scale with your business. Get the flexibility to automate tasks and customize your CRM to fit your specific needs with Pro Suite. Key Features of Salesforce Pro Suite Benefits of Salesforce Pro Suite Use Cases of Salesforce Pro Suite What Can You Do with Pro Suite? Conclusion Salesforce Pro Suite represents a significant advancement in CRM technology, offering a comprehensive suite of tools that cater to the diverse needs of modern businesses. By harnessing AI, automation, and advanced analytics, Pro Suite empowers organizations to optimize operations, enhance customer engagement, and make informed, data-driven decisions. Whether you’re a small startup or a large enterprise, Salesforce Pro Suite provides the scalability, flexibility, and security required to thrive in today’s competitive landscape. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more
Custom components enhance the email builder experience by enabling the creation of Lightning Web Component (LWC) modules that can be embedded and configured within the email template or content canvas. The primary objective of custom components is to provide marketers with reusable elements that streamline the creation of new email records.
As of June 12, 2020, Account Engagement Handlebars Merge Language (HML) is enabled by default for all new Account Engagement accounts. For accounts not yet using HML, Account Engagement admins can permanently upgrade from the legacy Account Engagement Merge Language (PML) to HML for personalizing marketing assets. This article focuses on the upgrade process. If your account already uses HML, much of this information may not apply. Note that landing pages and forms do not require conversion after enabling HML. To learn more about working with HML, refer to Salesforce Help. Benefits of Account Engagement Handlebars Merge Language Upgrading to HML offers several key benefits: How to Upgrade If your account uses the legacy merge language and you’re an Account Engagement admin, you can upgrade from the dashboard. Look for the upgrade banner, click “Get Started,” and then “Upgrade to HML.” If you don’t see this banner, your account is already using HML, and no further steps are needed. Will You Be Forced to Upgrade? Not yet. Currently, there is no planned date to retire PML. However, upcoming feature enhancements are built on HML. We encourage you to start using HML to take advantage of its benefits. Where Can You Use HML in Account Engagement? HML is available in Account Engagement email templates, list emails, 1:1 emails, dynamic content, user signatures, landing pages, and forms. In Salesforce, HML is available for Engage emails. Will You Lose Functionality if You Upgrade to HML? Most users can upgrade to HML without losing any functionality. However, if you use the Account Engagement API for list emails and 1:1 email sends, check for any necessary changes before upgrading. What Happens to Your PML Assets? Your existing PML content remains in your account, and you can continue to edit it with PML. Dynamic content blocks with PML tags can be used in all new and existing assets. When you copy or use a PML asset, a built-in conversion tool will help you quickly convert all PML tags to HML. How to Convert All Assets to HML After Upgrading Each asset can be converted individually when you’re ready to use it. Click a button to convert, and the system handles the rest. If any issues arise, the conversion tool will indicate what needs attention. Note that landing pages and forms do not need to be converted after upgrading. What Happens When You Create a New Asset After Upgrading? All new assets must use HML, and you’ll only see the HML merge field picker in content editors. What Happens When You Copy a PML Asset After Upgrading? When you copy an asset that supports HML, the conversion tool will prompt you to switch. Active Engagement Studio Programs, Completion Actions, or Automation Rules Using PML Templates Active Engagement Studio programs, completion actions, and automation rules continue to function normally. You can convert your PML templates when you’re ready. Differences Between PML and HML You won’t lose functionality with HML, but there are some differences in format. Learn more about the differences here. Limitations with HML HML has a limit of 200 merge fields and 10 pieces of dynamic content per email or email template. If an asset exceeds these limits, you’ll need to remove some PML tags before converting to HML. Default Merge Values with HML Default fields function differently with HML’s conditional content statements. Conditional HML #if tags within merge fields allow you to specify content to display when a prospect lacks information for that field. If a default value is specified for a field, it will populate instead of the conditional content from the if/else statement. Using Modifiers with HML Modifiers work similarly in HML as in PML, except that modifiers aren’t needed for merge fields contained in links. Link Tracking with HML Link tracking functions the same way in HML as it does in PML. Disabling HML Upgrading to HML is permanent and cannot be undone or disabled once upgraded. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more Guide to Creating a Working Sales Plan Creating a sales plan is a pivotal step in reaching your revenue objectives. To ensure its longevity and adaptability to Read more 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more
Enhanced letterheads in Salesforce can be used to create more consistent and informative email templates, documents, and reports. They can help to standardize information, include branding elements, and make correspondence more professional and recognizable. Create Enhanced Letterhead in Salesforce. Create Enhanced Letterhead in Salesforce Enhanced Letterheads in Lightning Experience A letterhead standardizes the information in the header and footer of an email template. Often, a letterhead shows a company’s logo and contact information. Enhanced letterheads can include rich text, merge fields, images, links, and other styling. To be associated with an enhanced letterhead, the Lightning email template must use the Handlebars Merge Language. Use Enhanced Letterheads to Increase the Effectiveness of Lightning Email Templates Standardize the information in the header and footer of an email template with enhanced letterheads. Include your company’s logo and contact information, or add legal disclaimers and subscription links. Create your enhanced letterhead in a rich text editor, or paste in your own custom HTML for full control of styling. Add merge fields, images, and links. Where: This change applies to Lightning Experience in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions. Who: To create and edit enhanced letterheads, you need the Modify All Data permission or administrator rights. Anyone can use enhanced templates. How: To add content, style, and images to your letterhead, open the App Launcher, and select Enhanced Letterheads. Enhanced letterheads can include: To create an enhanced letterhead, you can: You can also make changes to your letterhead in one place, and all your email templates will be automatically updated. For example, to add a logo to the footer, you can: Enhanced letterheads are available in the following editions of Salesforce: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer. Create Classic Letterheads for Email Templates Create Classic letterheads as the basis for a consistent look for your HTML email templates. Make letterheads available organization-wide so other users can use them in their email templates. A letterhead consists of properties and details. The properties are only visible inside your organization; they help users identify a letterhead. The details are applied to an email when using that letterhead. Use the letterhead wizard to create both the properties and details of your letterhead. Set Letterhead Properties Set Letterhead Details To create an HTML email template that contains the settings in your letterhead, see Create HTML Classic Letterhead Email Templates in Salesforce Classic. NOTE HTML Classic Letterhead email templates can’t be created in Lightning Experience. However, existing Classic Letterhead email templates can be used in Lightning Experience. Create Custom HTML Email Templates in Salesforce Classic You can create custom HTML email templates without using Classic Letterhead. If you don’t know HTML, you can paste HTML code into your template. HTML email templates can be used, but not created, in Lightning Experience. TIP View a sample of the template populated with data from records you choose and send a test email by clicking Send Test and Verify Merge Fields. NOTE You can’t modify the content of a custom HTML template when you use it in an email. Create Visualforce Email Templates in Salesforce Classic Use the Visualforce programming language to create targeted and personalized email content. NOTE You can’t send a mass email using a Visualforce email template. Create Enhanced Letterhead in Salesforce Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more
BrandBuilder:Enhance the visual identity of your Marketing Cloud account by incorporating your company logo and adjusting the default color scheme. In Enterprise 2.0, the flexibility extends to creating multiple brands that can be assigned to distinct business units. When crafting your email template, leverage the chosen color scheme to ensure consistent brand representation. Additionally, Experience Builder provides branding options, allowing the creation of Branding Sets. These sets serve as comprehensive collections, encompassing images, fonts, and colors, profoundly transforming the appearance of your site. The Experience Builder‘s Theme panel serves as the focal point for managing Branding Sets. Utilizing these sets, you can swiftly modify the site’s look for diverse audiences, seamlessly transitioning between brands or presentations for various campaigns or events. It’s noteworthy that if you are using a pre-built theme, the branding set won’t impact the header and hero areas of your site. Brandbuilder Each site can be associated with multiple branding sets, offering the flexibility to maintain and manage various collections of colors and elements. These sets can be applied manually or programmatically through Audiences. Should you not find options to control specific aspects of your site in the Theme panel or component properties, you have the ability to create custom CSS overrides. Content updated September 2023. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more
