Focus on What Really Matters with Inbox & Lightning Sync

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  • Опубліковано 26 лип 2024
  • Solve all your email, calendar and contact management problems by connecting your Salesforce and email platform.
    In our latest Arnold Space Station 'Inbox Vs Sync'; Arnold walks us through integrating Salesforce Lightning Sync and Inbox with your preferred email platform ( Outlook, Gmail, Outlook Exchange 5. Office 356). See how each solution will grow email efficiency and eliminate time-delays from maintaining multiple platforms.
    Discover which solution is best suited to your business needs!
    We love hearing your feedback, so feel free to leave a COMMENT or give this video a THUMBS UP if you enjoyed it!
    If you have any questions please contact spacestation@outintheclouds.com or use any of our platforms listed below to get in touch.
    Thanks so much for tuning in, don't forget to SUBSCRIBE so you can join us for the next episode!
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    Timestamps:
    To skip straight to the onscreen demo, go to 1:15
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КОМЕНТАРІ • 16

  • @MichaelMoore497
    @MichaelMoore497 2 роки тому +4

    Thanks, very nice and appreciated. One tiny critique, the moving background is distracting.

    • @OUTINTHECLOUDS
      @OUTINTHECLOUDS  2 роки тому

      Noted! thank you for the feedback

    • @jorm4294
      @jorm4294 Рік тому

      great video. the background didn't distract nearly as much as the music.

  • @ryansharer22
    @ryansharer22 2 роки тому +2

    Great video! I just set this up for my org, but I’m having a slight issue. When I go to click the create new record button, I’m only seeing the ability to create a new task, I’m not able to create an opportunity, account, etc. How do I fix this?

  • @Syntropy347
    @Syntropy347 Рік тому +1

    Thanks, so with Sync alone it is possible to sync outlook events to your salesforce calendar and viceversa?

    • @OUTINTHECLOUDS
      @OUTINTHECLOUDS  Рік тому

      With the Sync in the settings, you can control if the Sync runs bi-directionally or one way. If it runs one way, you can have events synced from Outlook to Salesforce and of you set it to run bi-directioanlly, it will create events in your Salesforce and Outlook Calendar.

  • @pablovazquez8646
    @pablovazquez8646 2 роки тому

    I'm here to ask you a question. I need to implement this. That all the activities that the agents generate in the accounts (visits to their clients) can be synchronized with the Gmail calendar so that they have a better traceability of their agenda. Can you help me with this?

  • @jheelpatel4935
    @jheelpatel4935 Рік тому +1

    Unable to find salesforce Inbox chrome extension,

    • @OUTINTHECLOUDS
      @OUTINTHECLOUDS  Рік тому +1

      Salesforce has since removed the dedicated Inbox app. The regular Salesforce Chrome extension now accommodates the inbox features based on the permission set assigned to the user. chrome.google.com/webstore/detail/salesforce/jjghhkepijgakdammjldcbnjehfkfmha

  • @islamayoub2221
    @islamayoub2221 Рік тому +2

    liked this all except the music, too loud, very distracting

  • @neilascott9941
    @neilascott9941 10 місяців тому

    You are a gifted trainer, but I could definitely do without the music

  • @FrancisPindar
    @FrancisPindar 2 роки тому +1

    Old Video now. Lightning Sync is being decommissioned in 2023.

    • @OUTINTHECLOUDS
      @OUTINTHECLOUDS  2 роки тому

      Thank you for letting us know

    • @patriciaboyce8143
      @patriciaboyce8143 Рік тому +1

      @@OUTINTHECLOUDS Is Lightning sycn being decommissioned, still?

    • @OUTINTHECLOUDS
      @OUTINTHECLOUDS  Рік тому

      @@patriciaboyce8143 Lightning Sync is being decommissioned. If you have lightning sync, Einstein Activity Capture will become available as part of the release schedule to you over time. help.salesforce.com/s/articleView?id=000380330&type=1