How to send email to salesforce

Go the individual’s contact record in Salesforce Go the the HTML Email Status section Click Send Email Click Select Template Select the template you just created Preview the email and send it From your personal settings, enter Email to Salesforce in the Quick Find box, then select My Email to Salesforce. Enter your own email … Read more

How to see role hierarchy in salesforce

Similarly, where is role hierarchy in Salesforce? To view detailed information about a role, from Setup, enter Roles in the Quick Find box, then select Roles, and click the role name. Note If you’re using a Customer Portal, you’ll see a role hierarchy for the account’s portal users. To view detailed information about a role, … Read more