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Før sælgere kan bruge Udvidet mail-fletning til at sende postflettedokumenter fra deres Salesforce-registreringer, skal Salesforce-administratorer uploade en Microsoft Word-postfletteskabelon til Salesforce. Derefter er postfletteskabelonen tilgængelig for medarbejdere fra deres konti, kontakter, emner, sager, salgsmuligheder og tilpassede objekter.
| Upload af postfletteskabeloner er tilgængelig i: både Salesforce Classic (ikke tilgængelig i alle organisationer) og Lightning Experience (ikke tilgængelig i alle organisationer) |
| Generering af postfletninger er tilgængelig i: Salesforce Classic |
| Tilgængelig i: Alle versioner undtagen Starter Suite Edition |
| Brugertilladelser påkrævet | |
|---|---|
| Hvis du vil uploade og redigere postfletteskabeloner: | Vis opsætning og konfiguration OG Administrer offentlige Classic-mailskabeloner |
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