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Streamlining Salesforce with Comtrade 360’s Breakthrough in Email Template Management
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Author: Luka Štrakl, Lead Engineer
Overview
Managing email templates across multiple departments within Salesforce can quickly become overwhelming, especially for large organizations. Our latest case study explores how Comtrade 360 helped a client streamline their email communication processes by developing a custom solution for tracking and managing Salesforce email templates. With over 650 templates, many of which were inactive, the client needed a way to efficiently monitor usage and eliminate outdated templates.
Solution Highlights
- Custom Email Template Tracking: Created a custom object and logic to monitor template usage daily, weekly, monthly, and yearly.
- New Visual Interface: Designed an intuitive Visualforce page for filtering and visualizing template data over time.
- Streamlined Operations: Enabled the client to reduce the number of email templates from 650+ to under 100, significantly improving communication efficiency.
Results
This custom solution empowered the client to maintain cleaner and more manageable email template records, enhancing operational efficiency. With the ability to track template usage over time, the client reduced clutter, improved communication effectiveness, and achieved a streamlined workflow.
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