Salesforce Email Automation

With CustomJS, you can utilize Salesforce data to automate email notifications. These integrations do not have to be event-driven (e.g., when a new lead is added or when the status of an opportunity changes) but can also be triggered manually by sales team members.

Example

1. -  Generate a Link in Salesforce: Create a link that includes the necessary parameters, such as the lead's name and opportunity status.
2. -  Execute the CustomJS Function via Link: The sales team member can manually click the link to call the CustomJS function and pass the necessary parameters.
3. -  Send the Email: CustomJS processes the request and sends an email to the relevant person.

Take a look at examples of JavaScript code for email automation here. You can also find all examples as templates if you create a new function in CustomJS:

Email Automation Code Examples