PLAYBOOK | SFDC TRIGGERED INTRO/WELCOME EMAIL

edited January 2023 in Templates

Difficulty Level: Walk

Time Investment: 10 minutes 

Ensure a consistent customer experience through playbook automation! Introduce CSMs to their new accounts with the help of playbook emails that are triggered by changes in existing Salesforce fields. 

The instructions below will guide you through:

  • Utilizing an existing Salesforce field to trigger your Welcome/Intro playbook
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