Mail Merge

Mail merge is a feature offered by Salesforce to send personalized documents to contacts, leads etc. The content is predefined so as to include the items to be customized by merging corresponding fields in salesforce. Merge fields are used to create dynamic document for each salesforce record to which the email is intended to send.…

Document Training within Encompass

Document training is the process of associating an eFolder file attachment with an eFolder document. After a file has been trained, future copies of the file attachment will be automatically assigned to the document when imported into the eFolder. Therefore document training within Encompass will save time by automating the file assignment process within Encompass.…

Automated Email Campaigns in Jungo/Salesforce

Email marketing is one of the most effective channels for boosting business opportunities. This article discusses the possibilities of Automated Email Campaigns in Jungo/Salesforce.   Marketing automation can accelerate business growth tremendously with the adoption of marketing campaigns. Email campaigns are core components of automation as the customer moves through the buying process. The content…

Custom and Standard Objects

Salesforce supports several different types of objects. Objects are containers of data (like a single spreadsheet of an excel file).  Fields are like columns and Records, which are the actual data are like rows in the spreadsheet. In this article, we focus on Custom and Standard Objects. Standard objects They are objects that are included…