Here at our firm, we manually schedule and confirm all client meetings. (I know, right?) In this session. I'll review how to build in a quick way to create a way for your teams to send formatted meeting confirmations utilizing : Outlook Integration side panel, Process Builder, Flow, and Lightning Email templates. The demo would feature me showing how a User could relate an Event to Salesforce using their sidepanel, the the PB triggers the Flow to create a separate, custom object, where the Activity Timeline allows you to send an Email with lightning template. I'm an Admin(eveloper) at a mid-size Wealth Management firm based in Minnesota.

How to build in a quick way to create a way for your teams to send formatted meeting confirmations