CATEGORIESEmail & Calendar Sync
Choose a frequency and a previously defined Email Template as a body for your email or use HTML to write your own. Add recipients TO, CC and BCC or take advantage of SOQL queries to dynamically set them. Email merge fields are supported.
We show Salesforce accounts that are linked to Trailblazer.me and have the Manage Billing permission. If your account is missing, check that you connected the account to your Trailblazer.me profile. Then verify that you’ve been assigned the Manage Billing permission in the related org.