- Salesforce for Beginners
- Sharif Shaalan
- 189字
- 2021-06-24 16:16:09
Using Outlook integration options
The following options are available for Outlook:
- Outlook Integration: When you work in Outlook, you can sync your emails and/or calendar events directly to Salesforce and vice versa.
- Outlook Integration with Inbox and Einstein Activity Capture: Einstein Activity Capture lets you automatically log emails and events if you have this feature turned on. Einstein is the AI portion of Salesforce that auto-suggests useful steps to take as you work.
- Lightning Sync for Microsoft Exchange: Salesforce admins can set up Lightning Sync so that users can sync contacts and emails with your exchange server.
- Salesforce for Outlook: This option syncs contacts, events, and tasks between Outlook and Salesforce.
- Email to Salesforce: This option lets users add emails to Salesforce records by copying a unique BCC email to all emails you send out.
Sending emails is a primary activity in any business. Using the preceding tools ensures that you are not entering information in multiple systems. It does this by allowing you to sync your emails and/or events with your email and calendar client. Now, let's review what we have learned in this chapter.