Send Birthday Email to Contacts – The Workflow Way.

Send Email Contact Birthday - Workflow Way To send a contact birthday wish is a standard requirement in marketing. Unfortunately, Salesforce does provide out of the box solution; to make this work, we need a little bit setup. Create a Date custom form for next year birthday.Create the first workflow to send the happy birthday…
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Create and Convert Leads in Salesforce

The Sales Process Every company is unique, but all companies want to find, sell to, and keep customers. Salesforce has the tools you need to grow your pipeline and make more sales. In this unit, we learn about leads by following a lead record from creation to conversion. The next unit tackles opportunities, and shows…
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