A collection of templates for Salesforce. From journeys, to personalized sales emails, to reports and dashboards.

Browse Journeys, Emails, Reports and Dashboards Templates for Salesforce. Automate Everything from Object Values in Emails to Lead Round Robin.

Marketing Templates for Salesforce | Ortto

This journey template is a follow sequence after someone requests a demo on your website. The lead is assigned round robin in Salesforce and a personalized email is sent to the lead from the assigned user. The email contains a booking link (Calendly) and the lead can then book a time that suits them.Before switching this template on check:From name and email (from the lead owner)Calendly booking link (make sure it&#39;s correct on the button)Slack notification (It&#39;s the right channel you want)

Sales demo follow up

This metric shows new leads added to Salesforce for a given period. It also compares the month over month performance and allows you to set a target goal.

New Salesforce leads

Visualize new Salesforce leads from your Salesforce CRM by day in a column chart. You can pin this report to a dashboard to see your new Salesforce leads in context.

New Salesforce leads by day

This metric shows you the total amount of new opportunities created in Salesforce over a given time period. By default the metric will show the previous period comparison and has a goal set to 100.

New Salesforce opportunities

This chart shows new opportunities created by day over a given period of time. It&#39;s helpful for observing trends around opportunity creation.

New Salesforce opportunities by day

This pie chart breaks down opportunity creation in Salesforce by owner. See which people are creating the most opportunities in Salesforce for a given period.

New Salesforce opportunities by owner

Simple flow for following up a completed Quote with a Salesforce Opportunity, Scheduled call, and automated follow-up email.

Quote > SF qualification sequence

This email template demonstrates how to personalize the email signature of an email with Salesforce profile data of the assigned lead owner. The same format can be adopted for opportunity owner.Before you send this email or add it to a journey verify you have:Checked from name and email values and set fallbacksChecked the fallback values of merge tags in the email and test the emailTo change the owner values click on your user profile in Salesforce and edit your profile settings.

Sales email with Salesforce lead signature

This Salesforce conversion funnel report template gives you a funnel report of leads, opportunities and won business in 3 steps:New leadNew opportunityWon opportunityIt allows you to see the amount at each step, along with the conversion rate for a specific period.

Salesforce conversion funnel

This Salesforce journey is an example of where you have the possibility of multiple people being in the same journey in relation to different Salesforce object values.The example demonstrates from a &#34;loan application&#34; object, where there is the potential a person could apply for more than a single loan at a time. The journey tracks the entry and exit based on the Salesforce object ID as opposed to the person. For example, if as loan application for a home loan is denied, and the person has also applied for a car loan. The persons journey in relation to the home loan but not the car loan.

Salesforce dynamic object value example

This metric sums the total Salesforce opportunity amount for new opportunities created over a given period. It also compares the previous period by default.

Salesforce opportunities created by amount

This template demonstrates how to use an Ortto journey to round robin lead assignment in Salesforce. The entry criteria shows how you can use multiple call-to-actions (demo request, sales form) as a catch all for lead assignment. The assignment rules are then handled by conditions. In the template we have demonstrated territory based assignment based on geography, and also using responses on the form to determine if we send to an Enterprise or SMB sales team.

This template helps make Salesforce round robin lead assignment simple, without writing any code you can do complex lead routing.
There is a video here which provides a full walk through.

Salesforce round robin lead assignment

This chart shows the total amount of won Salesforce opportunities by week. The chart can be adjusted to show revenue won by day, week or month over a given time period.

Templates for Salesforce

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