Sales Cloud: Outlook Integration and Salesforce Inbox | Expert Coaching

Поділитися
Вставка
  • Опубліковано 27 лип 2024
  • Get ready to implement your Outlook integration and Salesforce Inbox with guidance from our Sales Cloud experts.
    In this Implement video intended for Sales Cloud admins, we will walk through:
    - The high level steps to set up and configure the Outlook integration with/without Salesforce Inbox
    - The key features related to the Outlook integration and to Salesforce Inbox
    - Best practices for the configuration process and end-user rollout
    Please note: this video does not include Einstein Activity Capture or Lightning Sync.
    For additional resources and information mentioned in this video, or to sign up for an individual follow-up session (available to Premier and Signature Success Plan customers), click here: cs.salesforce.com/portraits/a...
    0:00 Intro and Overview
    0:10 Learning Objectives
    0:40 Benefits and Requirements
    3:39 Demo: Set Up the Outlook Integration and Salesforce Inbox
    6:27 Customize the Integration Application Pane
    8:00 Best Practices for Roll Out and Going Live
    9:13 Recap and Next Steps
    #Salesforce #ExpertCoaching #SalesCloud #SalesforceSupport #SalesforceHowTo #Accelerator #ExpertCoachingVideo #SalesforceInbox
    Implement: Sales Cloud: Outlook Integration and Salesforce Inbox
    Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments - including marketing, sales, commerce, and service - a single, shared view of every customer.
  • Наука та технологія

КОМЕНТАРІ •