Outlook Calendar Integration With Salesforce. Individual session (exclusive to premier and signature success plan customers)time. Outlook integration if your reps use outlook, the resources here provide details about integrating salesforce tools with that email platform.
In the video joly explains the need to sync crm. Help reps track customer interactions and work their salesforce deals directly in outlook.
Sync Salesforce Calendar And External Calendars Using Calendar Sync Tools Such As Einstein Activity Capture.
After an event is in salesforce, you can.
The Salesforce Integration With Outlook Lets You Experience Salesforce Right In Outlook.
You can keep your outlook and salesforce events in sync using salesforce for outlook.
Salesforce For Outlook Is An Integration Tool Developed By Salesforce To Synchronize Emails, Contacts, Tasks, And Events Between Salesforce And Microsoft.
Images References :
Steps To Integrate Outlook And Salesforce.
Enter outlook in the quick find box, and then select outlook integration and sync.
Help Reps Track Customer Interactions And Work Their Salesforce Deals Directly In Outlook.
Matt starts exploring the possibilities and recognizes that there are several ways to set up calendar integration.
Help Reps Track Customer Interactions And Work Their Salesforce Deals Directly In Outlook.