Universal Containers: Salesforce Administrator Guide for Branded Email Invitations and Collaborative Meeting Scheduling

Send Branded Email Invitations and Collaborate with Customers: Salesforce Administrator Guide

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Question

Universal Containers would like their sales reps to be able to send branded email invitations to customers for business meetings and to collaborate with customers from a branded Website to find a suitable meeting time.

How can an Administrator accomplish this?

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

B.

To allow sales reps to send branded email invitations to customers for business meetings and collaborate with customers from a branded website to find a suitable meeting time, the following steps can be taken:

A. Create a custom email template for invitations that displays your company logo:

  1. In Salesforce, navigate to Setup.
  2. In the Quick Find box, type in "Email Templates" and click on the Email Templates link.
  3. Click on the New Template button.
  4. Choose the Email Template type you wish to use, such as Text or HTML.
  5. Enter a name for the email template.
  6. In the HTML editor, add the company logo to the email template.
  7. Save the email template.

B. Add a company logo to meeting requests in Salesforce:

  1. In Salesforce, navigate to Setup.
  2. In the Quick Find box, type in "Email Branding" and click on the Email Branding link.
  3. Click on the Edit button next to "Meeting Requests".
  4. Upload the company logo.
  5. Save the changes.

C. Create an external integration with Google Calendar using Sites:

  1. In Salesforce, navigate to Setup.
  2. In the Quick Find box, type in "Sites" and click on the Sites link.
  3. Click on the New button to create a new site.
  4. Choose the template you wish to use.
  5. Enter a name for the site.
  6. Click on the Pages tab and click on New Page.
  7. Choose the type of page you wish to create, such as Visualforce or Web Page.
  8. Create the page to allow customers to find a suitable meeting time.
  9. Integrate with Google Calendar using the Google Calendar API.
  10. Save the changes.

D. Enable Chatter to allow reps to communicate with customers:

  1. In Salesforce, navigate to Setup.
  2. In the Quick Find box, type in "Chatter" and click on the Chatter Settings link.
  3. Enable Chatter for the organization.
  4. Set up Chatter groups for sales reps to communicate with customers.
  5. Allow sales reps to invite customers to Chatter groups.
  6. Save the changes.

Option A is the most appropriate answer to the question since it directly addresses the requirement of creating a custom email template for invitations that displays the company logo. Option B is also relevant as it allows the company logo to be added to meeting requests. Option C involves creating an external integration with Google Calendar, which is not required by the question. Option D involves enabling Chatter for sales reps to communicate with customers, which is not directly related to the requirement of sending branded email invitations to customers for business meetings.