April 27, 2024

Salli Giuditta

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How To Sync Outlook Calendar With Salesforce

3 min read

How To Sync Outlook Calendar With Salesforce. Use email to salesforce to relate emails to records. If you use einstein activity capture, tell your users which calendar to use to edit events based on the sync direction you set.


How To Sync Outlook Calendar With Salesforce

Before salesforce admins set up. The first thing you need to do to connect salesforce and outlook is enable the integration in salesforce.

When You Integrate Outlook And Salesforce, You Help Your Reps Spend Less Time Entering Data And Switching Between The Two Applications.

Ready to take your revenue to new heights?

The First Thing You Need To Do To Connect Salesforce And Outlook Is Enable The Integration In Salesforce.

Outlook integration and outlook integration with inbox.

Use Email To Salesforce To Relate Emails To Records.

Images References :

Sales Reps And Their Managers Rely On The Salesforce Calendar To Get Sales.

Install and configure cloud connect.

From Your Personal Settings, Enter.

Use email to salesforce to relate emails to records.

Select The Correct Contact Or Lead In Your Salesforce.

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