Never miss a relevant email again. With in.bounz for Salesforce.

With in.bounz you can monitor all incoming emails and automatically import essential information into Salesforce for a seamlessly documented communication. All for a maximal automated process.

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2025/11/20

Basics

Informationen aus Salesforce-Datensätzen in E-Mail-Vorlagen referenzieren

You don’t just want to fill Salesforce email templates with fields from the current record, but also with information from related objects – such as Account, Owner, Products or Contracts? In this article, we’ll walk you through the options Salesforce offers out of the box (Lightning email templates, Visualforce, Flow, formula fields) and where their limitations are. Then you’ll learn how to use out.bounz to build complex Salesforce email templates with related objects, lists and conditions – without any custom code.

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2025/09/22

Basics

Salesforce E-Mails automatisieren: Wie du E-Mails direkt aus Salesforce versendest

Von Angebotsmail bis Mahnung: So automatisierst du E-Mails direkt in Salesforce. 4 Optionen im Vergleich – inklusive Schritt-für-Schritt mit out.bounz. Mit Checklisten für Setup, Zustellbarkeit und Monitoring. Damit hast du einen klaren Überblick, bevor du dich für eine Lösung entscheidest.

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