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Salesforce - Templates Designed For You can help you automate your workflow by connecting different systems together.

Sometimes its easier to automate in Make than in Salesforce.

Which is the reason I created this page.

To make things a bit easier I've create a few templates you can download.

If you have any questions or wold like a consolation please let me know at

Celebrate wins and stay informed. Set up a channel where a message gets posted every time you close a deal. Instant celebration and motivation for the team!

Deal Wins Channel

Coming Soon

Learn from losses. Create a channel with operations and management that shares insights when a deal is lost. Analyze and strategize for future opportunities.

Deal Lost Channel

Coming Soon

Sent a contract and waiting? Automate a message for visibility and as a reminder for timely follow-ups.

Contract Sent Out

Coming Soon
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