Automate Follow Up

This examples show how you can utilize Salesforce automation to send a series of follow up emails if an opportunity is not created. It is recommended to use text based emails personalized from the record owner.

 No Account Left Behind

This example show how you can use a Salesforce native field “Last Activity” to remind your owners of accounts/contact/opportunities to touch base or they may loose it : )

 Salesforce Process Builder or a series of Workflow actions will help you accomplish these examples.

Feel free to contact us to help customize your automation process, build and deploy.