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Templates for Salesforce

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

12 results

New Salesforce leads
Report template
New Salesforce leads by day
Report template
New Salesforce opportunities
Report template
New Salesforce opportunities by day
Report template
New Salesforce opportunities by owner
Report template
Sales demo follow up
Journey template
Sales email with Salesforce lead signature
Email template
Salesforce conversion funnel
Report template
Salesforce dynamic object value example
Journey template
Salesforce opportunities created by amount
Report template
Salesforce round robin lead assignment
Journey template
Won Salesforce opportunities by amount
Report template
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Product
  • Data platform (CDP)
  • Journey builder
  • Analytics
  • Email marketing
  • SMS marketing
  • In-app messages
  • Popups, forms & surveys
  • Fit & engagement scoring
  • Checkmate tracking
  • Multi-lingual marketing
  • Security & privacy
  • Ortto AI
  • Ortto for Salesforce
  • Ortto for Shopify
Pricing
  • Pricing
  • Enterprise
  • Book a demo
  • High volume? Talk to sales
Templates
  • Journey builder templates
  • Email marketing templates
  • All templates
Integrations
  • Salesforce
  • Shopify
  • All integrations
Resources
  • Learn
  • Customers
  • Developers
  • Blog
  • Documentation
  • Roadmap
  • Status
About
  • About
  • Careers
  • Partners
  • Contact us
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