Salesforce & Cirrus Insight: Template magic! – Jenny’s Admin Tips #49

photo-1421081177127-339f586c9b49 (1)As a Salesforce Administrator, you may think that I spend most of my time working from within Salesforce. It is true, I do… when configuring. When it comes to conversing with clients and colleagues, you may not be surprised to learn that I actually still do a bit of this through thee old faithful – Gmail. But why and how may you ask?

Well thanks to integration tools like Cirrus Insight my time is more productive. Not only am I able to access and update Salesforce data from Gmail (and Outlook), but I can do so from my mobile device. Yes, that means I can add leads, update contacts, accounts, opportunities, relate emails to their corresponding record and much more on the fly – which I have written about in previous blogs accessible below. Believe me, working from your email account doesn’t mean that important data has to skip Salesforce – well not anymore!

You may have guessed that I am a huge fan of Cirrus Insight and as a result (as per usual) I am excited by their latest feature releases, especially the ‘Salesforce Template Editor’.

If you are a current Cirrus Insight user, then you may  know that you already have the ability to send Salesforce templates and relate that email to the relevant record from your inbox; This has been possible for a few years now. If like me you are a tad fed up having to send the same email to multiple people throughout the day, you are going to LOVE the fact that you can now create, edit and manage Salesforce Email Template right there in your inbox.

 Let’s take a look at how to use this feature:-

First select the template icon   in your new message composer window in your email account.

If you wish to edit an existing template, select the folder, select the template and then click the edit button

If you wish to create a new template instead of selecting an existing template click the button.

This is where the magic begins!

From the template editor box you can fill out the subject and bring in the relevant Merge fields from Salesforce by clicking the Merge Field button. In the example below you can see the Contact name and Account fields.

If you wish to save the template to Salesforce, select the ‘Save to Salesforce Templates’ checkbox, add a Template name, Description, Folder and then click

Continue to click Save & Merge and check to see it is merging off the right records. Hit merge when satisfied.

As you can see the merge fields have automatically populated the email. Here I am talking to Alex at Desynit.

Now do you see why I don’t leave my inbox?

If you would like more information on the combined power of Cirrus Insight and Salesforce please pop Shaun Holmes a call, leave a comment on this blog or get in touch with me!

If you would like information on some of Cirrus Insights other amazing features check out my posts below.

Sync Your Google and Salesforce Calendars

Creating Salesforce Cases with Cirrus Insights

Salesforce Task Integration

Cirrus Insight Integration with Salesforce1

Saving Emails to Salesforce with Cirrus Insights

Cirrus Insights Email Tracking

See you next week.


By Jenny Bamber
27 January 2016
Jenny's Admin TipsThe Good Systems Blog

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