![]() ![]() ![]() It will also look at related objects, like Activities, Opportunities, and Cases, and display those records as well. The sidebar displays relevant information regarding that Lead/Contact, such as the Account or Company name, their title, email, and phone number. When an email is first selected, the sidebar will automatically search through the records in Salesforce for a matching Lead/Contact based on the email addresses in the email header (To/CC). Keep in mind that if you open an email message full screen, the sidebar will not be viewable as it is only displayed in the primary Outlook window. Salesforce for Outlook will work with Outlook client versions 2012/2013/2016, however will not work with Mac, and is a purely client-based application, meaning that Outlook will need to be up and running on your computer for it to synchronize data.Īs you can see in the image below, Salesforce for Outlook runs as a sidebar plugin within the main mail window of Outlook, with or without the reading pane active. It also can synchronize Contacts, Events and Tasks between Outlook and Salesforce, as well as directly create Cases from received emails. Salesforce for Outlook is an executable application (.exe) that is installed on a Windows computer and allows a user to relate emails from their Outlook client to records in Salesforce.Įmails can be related to Contacts, Leads, Accounts, Opportunities, Cases, and even custom objects. Salesforce for Outlook (commonly referenced as SFO) was the first major iteration in connecting your email to Salesforce. Outlook for Lightning that may help guide your success… Let’s take a look at some of the key differences between Salesforce for Outlook vs. Have you ever wondered what the key differences between Salesforce for Outlook vs. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |