Notifying Customers About Product Updates in Salesforce: Simple and Effective Methods
Salesforce is the #1 CRM in the world. It provides many opportunities and tools for working with customers and partners. This week, on the Trailblazer Community, I came across the following question: "How can we notify our customer community about the release of our product update?"
As the user mentioned, they have 5 products and a customer community portal. Updates are released every 2 weeks or once a month. However, the main challenge is ensuring that users of the respective product receive email notifications about their product updates.
To solve this issue, the first step is to enable sorting users by the product they use. To do this, add a picklist field "Product in Use" to the Contact object
After this, create a Custom List View with filtering by field and corresponding product:
After this, click "Send List Email" and users (in this case, those who use Product 2) will receive the notification via email. This is the simplest way, which can be done in a few clicks using Salesforce's built-in tools.
For improvement, you can also create an Email Template for this task, or go further and automate everything by creating a Flow.
Conclusion:
Which method to choose depends only on the available capabilities and resources. Often, the simplest method is the most effective, but by developing this idea, great results can be achieved. In this way, the company, with minimal expenditure of resources and effort, will be able to timely notify the relevant users about the product updates.
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