In this video, we will show you how to use the Send via email option in the FT button for Salesforce.
We will show you how to use this option from the Actions link for Single template. How to:
- Open the FT button inside of a detailed page in Salesforce.
- Select a template from the list.
- Click on the Actions link and choose the "Email" option.
- Select the "Send via email" option.
- Attach the generated document to the email.
- Create a file or Attachment with the generated file in it.
- Set the "Send to" property, and other properties and send the email.
We will show you how to use this option using the Action button for bulk templates.
- How to use multiple templates.
- How to group the emails, and what options are no longer active when the "Group" option is used.
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