hasdevelopment.blogg.se - Salesforce for outlook installer

The necessity of paid licenses and server-side set.Ĭlick here to learn more.

The suggestion of the new data or auto supplementation of it to Salesforce.

Applying email and event action to find new contacts.

You will know which contacts were included via Einstein. It can either supplement contacts to Salesforce in the auto mode or ask the user if the suggested contacts must be supplemented. This product is based on email and action data.

Availability - first 100 licenses are chargeless.Ĭlick here to learn more.

Saving time resources - making money, not entering data.

Sharing configurations - keep confidentiality: pick who can get acquainted with your personal data.

Quick & simple Setup - connect to Gmail and Office 365, and Einstein will do everything for you.

Activity accounting - ensure data-driven reputation training using the leaderboard performance.

Auto email and calendar synchronization - catch all emails/meetings established in Gmail or Office 365.

When messages and events are delivered or received, this tool adds them to Salesforce – no handheld I/O required. It links to Gmail or Office 365, synchronizing everything to Salesforce. Let's register messages and meetings in auto mode. Creation of emails based on Salesforce patterns.Ĭlick here to learn more.Ability to bring into step emails & calendar events with Salesforce by hand.Replacement of previous modules “Salesforce for Outlook” & “Lightning for Outlook”.

This option helps track customer actions and operating on Salesforce deals exactly in Outlook. The Outlook email Salesforce integration is free. Salesforce Outlook Integration: Play-by-Play Guidance.How to Set Up Outlook Integration Salesforce: a Step-by-Step Guide.Salesforce Essentials Outlook Integration Products.Preparation Steps: Best Salesforce Outlook Integration Products.