Salesforce - Outlook Integration

Описание: #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
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