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SALESFORCE INBOX FOR MAC 2016 HOW TO
SALESFORCE INBOX FOR MAC 2016 MAC OS X
SALESFORCE INBOX FOR MAC 2016 PDF
SALESFORCE INBOX FOR MAC 2016 WINDOWS

Venn Diagram - Outlook and Salesforce Lightning for Outlook and Lightning Sync Is especially important before your reps try selling. Of issues that their customers log with your company. Which your sales teams relate to other important Salesforce records. Sales folks track their deals using Salesforce opportunities, Your reps also relate these events to other important Salesforce records. To get sales-related meetings and appointments on the books. Sales reps and their managers rely on the Salesforce calendar Maintain leads and contacts: relate leads and contacts to other important Salesforce records,.This will help to craft targeted, meaningful email communications to prospects and customers. To help your reps spend less time entering data and toggling between the two systemsĪnd track important email conversations relevant to Salesforce records. Important: Bring Salesforce data to the place where they spend so much of their time.Reps rely heavily on their calendars for planning their days and scheduling important events. The contacts in Outlook serve as your reps’ virtual Rolodex card file. Sales reps spend up to 28% of their day in email and calendars. Use case: Your reps use Microsoft Outlook & Salesforce.

SALESFORCE INBOX FOR MAC 2016 PDF

It appears you don't have a PDF plugin for this browser Outlook and Email Integrations - Release Readiness Live Winter '18 A Way to Increase Your Sales Reps’ Productivity

Set Up a Microsoft Exchange Service Account to Sync with Salesforce (Office 365 Admin Center) Set Up a Microsoft Exchange Service Account to Sync with Salesforce (Using Command Shell) Lightning Sync doc

SALESFORCE INBOX FOR MAC 2016 WINDOWS

Microsoft® Outlook® 2016 or 2013 on Windows PC, most recent stable version recommended.

SALESFORCE INBOX FOR MAC 2016 HOW TO

How to Install Lightning for Outlook Lightning Sync for Exchange Requirements However, you’re not required to use Internet Explorer as your default browser. If you’re using Lightning for Outlook or Inbox Beta for Outlook inĪ desktop version of Outlook, Microsoft Internet Explorer 11 is required on the desktop computer.

Microsoft Edge, most recent stable version (Windows only).

Microsoft Internet Explorer® 11 (Windows only).

Apple® Safari® 10 or later, most recent stable version recommended.Mozilla Firefox most recent stable version.Google Chrome most recent stable version.

SALESFORCE INBOX FOR MAC 2016 MAC OS X

Microsoft Outlook for Mac 2016, Mac OS X 10.10 or later with AppleWebKit 600 or laterįor the best experience, ensure that Use Cache Mode in the Outlook Account Settings is turned on.

Microsoft® Outlook® 2016 or 2013 on Windows PC, most recent stable version recommended : see Outlook requirements.

Lightning for Outlook System Requirements

Lighting Sync for Google: Lightning Sync for Google can sync contacts and events between your G Suite account and Salesforce.

Lighting Sync for Exchange: Syncs contacts and events between your Microsoft Exchange-based calendar and Salesforce.

Integrate Outlook and Gmail with Salesforce.

Video: Integration in Outlook What do sales reps work on Outlook with Salesforce Integration Trailhead: Outlook and Gmail Integration

Use Salesforce data to make email more productive.

Sent Later feature: Write the email when it is convenient to you and sent to at later time when it will have high impact.

Track your email with Email Tracking - Include links to track in the email - Know when the customer has read the email and know when to do the follow-up.

Use email template to compose faster with consistent messaging.Email logged in o the selected records in Salesforce.Add records to capture new Opportunities and Leads, Events, Tasks, Contact, Case.Make updates to the records without leaving your Outlook inbox.Review the Salesforce records related to an email or an appointment.