Sales Intelligence & Automation Blog

EZ Guide To Add an Email Template Link to Your Salesforce Record

Written by Admin | Jul 28, 2016 4:00:00 AM
Here at Cirrus Insight, we have a lot to share about Salesforce email templates. On top of that, our work teaches us to relate to problems that happen in other sectors. We value all types of useful tips.
 
If you are a professional who has quick custom hacks to improve your flow, increase job opportunities, improve communication, generate leads, craft sales tactics, save time on repetitive processes, or anything else that you are ready to share, we want to offer a specific and easy way for you to help others who are in a similar conundrum.
 
 
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Without further ado, for all new Salesforce users who are having issues with Salesforce record links, here's another hack from Stephen Price from Zodiac Pool Systems that will show you how to create a link in an email template for a Salesforce record. This task will no longer be a nuisance.
 
Here's what you need to do.
 

How to Add an Email Template Link to Your Salesforce Record

“This is a really simple hack. It basically allows you to easily embed a link to an email template that may be sent out through an email alert to allow the receiving party to be able to click and go directly to the record in the Salesforce tool.
When create an email template, for example for something like Cases, you can highlight any section to create a hyperlink. In the hyperlink field, just use the !{Case.Link} as the endpoint. This works best when you select the merge field for something like Case Number.
The receiving party will receive an email that shows the Case Number as a blue hyperlink that will go directly to the record in Salesforce.”
With these hacks and step-by-step tips, we can help enhance, optimize, and perhaps simplify someone's work experience. We are on a mission to build a large knowledge base where our users can access a lot of useful content.
 
Feel free to read what we currently have on our Resources page, and stay tuned to discover more personalized tips that will help you have a more effective workday.
 
In today's competitive market, there are a lot of variables at play. Learning to nurture leads by sending emails at the right time ensures that you are always on top of your game. Try our 14-day free trial now.
 
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