💃 Salesforce Professionals - Level Up Your Emails 🕺

Good morning, Salesforce Nerds! How’s your email game? How much effort do you put into your emails? What is your email writing process? 🤔 

Oh, you don’t have a process? That’s ok! Most people don’t and it’s never too late to put one into place.

If you do have a process, we applaud you 👏 . See if what we share today aligns with what you are doing. There is not one right way to write an email, so don’t fret if yours is different. Take what we discuss into consideration and please let us know what we missed (leave feedback in the poll, or hit reply to this email), we love y’all’s feedback ❤️ !

Agenda for today includes

• Salesforce Professionals - Level Up Your Emails

• Daily Principle

• All the Memes

Salesforce Professionals - Level Up Your Emails

Ready to level up your emails? Let’s discuss 3 items-

1. 2 Types of Emails

2. 3 Things You Need To Do

3. 3 Things You Need To Avoid

1) 2 Types of Emails

This one is suuuper simple. There’s 2 types of emails that Salesforce Professionals write-

The first one is Asking for Something. Examples include-

• Asking the client for access to an app.

• Asking a stakeholder when a desired due date is for a request.

• Asking the VP of Sales for a decision on option A, B, or C.

The second is Telling Something. Examples include-

• Telling the project team that the status for this task has been updated.

• Telling your boss that you will be OOTO on May 4th for a Star Wars movie marathon.

• Telling the developer that you scenario-tested their solution and it is working as intended.

Yes, an email can have both a tell and an ask. It is advisable to segment the tell and the ask.

2) 3 Things You Need To Do

1. Why - Why are you sending this email? It’s the same thing as an objective statement, but scaled down to clarify the intent of your email.

2. Who, What, When, Where, How - Your objective may not have all of these and that’s fine. Be sure to include whatever you do have, though.

3. Running Context - This is a fancy way of saying - reply to the existing email thread. It makes referencing AND searching easier 💪. Don’t start a new email thread if one already exists!

3) 3 Things You Need To Avoid

1. Sending Back-to-Back Emails - The most common cause of this is because you forgot something 🤦 . C’mon. Proofread your email ✅ . Let it sit for 5-30min ⏰ , proof it again ✅✅.

2. Not Addressing a Specific Person - ALWAYS address the person you are sending the email to. If there is a To and CC list, even more reason to address the specific person. How confusing is it when someone replies all to 30 people and just says “Can you update the status in jira.”

3. Wall of Text - Look, we get it. Sometimes we just gotta brain-splode 🧠 💦 all over these email drafts. But, we gotta take the time to polish that 💩 into a 💎.

Welp. Let’s see a proper email example!

Daily Principle

and now....Your Daily Memes