In Developer Edition orgs and orgs evaluating Salesforce during a trial period:
Each org can send emails to a maximum of 50 recipient addresses per day. Each
SingleEmailMessage can have up to 15 recipients. The maximum number of email
recipients per day using List Email and Mass Email is 10.
In Developer Edition orgs and orgs evaluating Salesforce during a trial period:
1. Each org can send emails to a maximum of 50 recipient addresses per day.
2. Each SingleEmailMessage can have up to 15 recipients.
3. The maximum number of email recipients per day using List Email and Mass Email
is 10.
4. The maximum number of workflow email recipients per day is 15.
5. This limit resets at midnight GMT/UTC and includes User-to-user emails, single
emails, mass emails, workflow emails, and Apex outbound emails.
Lead Object
===========
Campaigns -> Poster, Advertisement, Banner, Message/SMS, Notices.....
| -> Leads (Prospecting Customers)
|->Opportunities (Won/Lose)
|-> Account/Contact
Web-to-Lead
===========
Setup
|-> Marketing
|->Web-to-Lead
Using pre-existing pages on your company's website, you can capture contact and
profile information from users and automatically generate new leads in
salesforce.com, enabling you to respond in real-time to customer requests.
Enable
======
Enable your organization to receive online leads.
Web-to-Lead Enabled -> Enable
How many leads can we capture from our website?
In Professional, Enterprise, Unlimited, Performance, and Developer Edition
organizations, you can capture up to 500 leads in a 24–hour period.
What happens when I convert leads?
When you convert a lead, Salesforce creates an account, contact, and optionally an
opportunity, using information from the lead you’re converting.
Two Methods
GET -> Salesforce to External
POST -> External to Salesforce
Web-to-Case
===========
Use a simple web form or a self-service customer community to make it easy for
customers to submit cases directly to your customer support group
1. Enable Web-to-Case -> Enable
2. Enter Email Signature if Required
Web-to-Case HTML Generator
==========================
Using pre-existing pages on your company's website, you can capture contact and
case information from users and automatically create new cases in salesforce.com,
enabling you to respond in real-time to customer requests.
Whenever a web to case is entered by the user, the contact name is blank even
though I enter the contact name.
Web to case -
a. If the contact name is not present in the Contact Object, then the contact name
in case will be left blank
b. If the contact is entering all the details in web to case form, then the details
of the contact will be automatically fetched
The Email-to-Case logic queries all the Email fields on the Contact object,
including Standard and Custom Email fields.
Upon finding a match in any of the email address fields, Email-to-Case assigns the
Contact to the new Case.
If two or more Contacts have the same email address, Email-to-Case leaves the
'Contact' and 'Account' fields blank.
If no matching Contacts are found, Email-to-Case leaves the 'Contact' and 'Account'
fields blank, but populate the fields 'Web Email' and 'Web Name.'
Email-to-Case only associate the Case with the Contact field when matching with
Person Accounts
Email - to - Case
=================
1. Enable Enable to Case
2. Enable on-demand service The Email-to-Case on-demand service converts customer
emails into cases or adds them to existing cases.
3. In order to get the email in case object add New Routing Address
4. Register and Verify your email Id
5. Use the Routing address (Email Service Address) for sending Email to convert the
email to case
Web to Lead
Web to Case
Email to Case
Email Templates
===============
1. Classic Email Templates
2. Lightning Email Templates
Scenario 1:
When a new contact is added the email should be sent to owner of the org and a
welcome message to the customer.
Scenario 2:
Whenever a customer updates the address a email should be sent regarding the
updation
Scenario 3:
Whenever a user registered for a particular account, it should be activated within
72 hours a mail should be sent and the status should be changed accordingly.
...
The above scenarios can be achieved through Automation (Flows)
Email Templates, Approval Process (Field Update), Case Assignment Rule, Auto-
Response Rules, Case Escalation Rule
Classic Email Templates
=======================
1. Folder - Unified Public Classic Email Templates
My Personal Email Templates
Create New Folder
Can add some templates based on our requirements
Can able to make the template accessibility - Accessed by all users, Hidden,
Specific User (Public Groups, Roles, Roles and Subordinates)
Different Classic Email Templates
=================================
1. Text
2. HTML (Using Classic LetterHead)
3. Custom (Without Using Classic LetterHead)
4. VisualForce
merge fields - Dynamically Change the Field Value based on the input
Name - Adnan
Person 2 - Kishore
Person 3 - Vinay
Person 4 - Rekha
Hi {!Student_Detail__c.Name},
Your Course will start in {!Student_Detail__c.Course_Start_Date__c} and it will end
in {!Student_Detail__c.Course_End_Date__c}
Regards,
Naresh I Technology
After creating the templates
1. Choose the folder where it should be saved
2. Enable Available for Use
3. Email Template Name and Unique name will be automatically generated
Eg: Email Template Name - Student Registration Email
Template Unique Name - Student_Registration_Email
You can attach files to the email Template if required
To Identify the Storage Space for File and Data
Setup
|-> Company Information
|-> In the Organization Detail
|-> Used Data Space/Used File Space
|-> To get more details click on View
