Salesforce - Outlook Integration

#salesforce #outlook

In this episode, you will learn to boost your productivity by automatically syncing your data between the two systems, create tasks, associate emails from your Outlook to records in your Salesforce organisation and more.

- Enable Outlook Integration in Salesforce setup
- Customise/Assign Email Application Pane (its a salesforce view you see in your email)
- Review sync settings (object access, data privacy)
- Exclude email addresses
- Get Salesforce Add-in for Outlook
- Test the process

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Music:
Stars Of Hope Across The Night by Amarià @amariamusique
Music provided by Free Music for Vlogs youtu.be/NkzAl_6rKT0

Видео Salesforce - Outlook Integration канала Salesforce Atlas