Відео

Why is this so complicated?? LO!!

How can I change the default subject to something else? I don't want it to be "call"

Do you know how to create a template email with URL or hyperlinks? Thabks

Is there a way to add a new "subject" in Log a Call?

Actually this is really great. Superb explanation 👌

Hey, I have a query - As I'm sending bulk emails via Salesforce so is there any way to add CC and BCC in option? I want this option to reflect so that I can track the emails sent on Outlook

How do you see who opened the email?

Great Video!!

Great video, how can add a field to insert a file as well?

Mac, nicely explained, got it in one shot. How do we add products and move it to contracts? If you explain that I will learn it better.

Hey, how can i create i list with all latest logged calles?

If the opportunity is renewed, how can we add the products under it, with new pricebook ?

So awesome. Thank you for taking the time to make this video. You rock!

how many emails can be included at once in one list?? any idea @Mac Allen??

Nice one! Question please, how could specify a different default value for fields like "Status"?

Hi Mac, I was just going through your steps and found that Lightning for Gmail is not available in my SalesForce. Could that page have been removed from SF?

0:49

Vey helpful video. Thanks!

Dangerously wrong advice.

Thank you sir.

Excellent and informative 'how to' video. Thank you

This video was really helpful, thanks for sharing.

Super helpful. Would you recommend still keeping the standard "log a call" next to the new "log activity". Is that even something that can be removed- it seems redundant now.

1:30 - the 'Lightning for gmail' has now changed to 'Gmail Integration And Sync' under the setup search area. I am on The Spring '20 Release as at today.

Great handy tutorial Mac, for the Gmail Integration with salesforce. Was looking for a simple, concise and explanatory demo on this topic. Appreciate it👍

www.emailmagics.com/Bulk-Email.html use this link SEO

Helpful Video Mac.. Thanks

What about tracking those who respond to those emails? can you get to show up in salesforce ?

How does the "related to" field work vs having this Call Logging global action sidebar show up on the object's page. That is, you showed it on a Contact Layout page, and could also set the "related to" field to another object. Can this be set up on the layouts of other objects? (Account, Lead, Custom Objects)?

Hi, do you know what permissions should a standard user has to be able to do this? Thanks

This video is incredibly helpful! I am still running into a small issue though - as an admin, I can see the 'Log A Call' activity but unfortunately the rest of my Sales team cannot. We are on the same Sales App and page layout. Any ideas as to why they can't see it?

Mac, this was a great video - for some reason my Result and Channel are showing Sample Text not Sample Result and Sample Channel - so this is not showing up under Contacts, Leads, Accounts and Opportunities - not sure where I went wrong - watched and did everything exactly the way you did!

Try this native Gmail add-on for Salesforce. gsuite.google.com/marketplace/app/email_connector_for_salesforce/1085601474281 - View related records from all modules including custom objects - Logs emails - Create contact / lead from email sender - Use Salesforce email template with data merge for compose / reply - Automatic sync for emails and calendar More details : ienterprises.com/products/ienterprise-gmail-connector-salesforce/

@Mac - i am using a lightning page for my accounts and I do not get the log a call, new task button in the activity pane as you have it what am i doing wrong

Thank you for sharing this information!

This is Great...Can we expect Outlook Lightning Sync setup as well please......

How can this show up in Lightning for Outlook?

This is exactly what I needed, but our company doesn't have the licence to make custom fields... is there a workaround to catagorise calles whether they connected or not?

I’m looking for the same set up but with an iPad Pro? Any ideas?

Awesome thanks very much. This has been bugging me for ages.

Thanks.

Wow - I've been trying to figure out how to do this ALL day. Great video - I was able to add my activity log as I watched. Incredibly helpful!. Thanks!

Thanks. This is exactly what I needed.

Thanks, very helpful!

Very informative video! Saved me quite a bit of custom dev work today, thank you!

Great video Mac! This might be one of the most useful videos I have come across that can actually provide some really good value using SF. Thanks for sharing! Do you have a video that goes over how to report on these new activities by chance?

I think they updated the interface in salesforce. Delete All Data is no longer available as an option.

Hi there, couldn't find 'Lightning for Gmail' anywhere. Any thoughts?

What happens with another emails after to send more than 5000?

Hi what if my criteria will be on account : custom date ? is that possible to renew my opp ?