WebIn Outlook on the web, select a message. Under Home, select Get add-ins. Tip: If you don't see Get add-ins in the ribbon, select More options > Get add-ins. On the Add-ins for … WebUse Enhanced Email with Outlook; Click on Activate and Notify reps next to Email to Salesforce; Click on Edit; Check the Active checkbox; Select Save; 2. Get the add-in …
How to Install Salesforce Lightning for Outlook (Video
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Set Up the Outlook Integration and Einstein Activity Capture
WebAug 26, 2024 · 1. Enable Salesforce add-ins. Launch Outlook client and click on New Email. Right-click on the Clipboard ribbon and select the “ Customize the Ribbon ” option. At the … WebWe haven't upgraded our customer service agents to Microsoft 2010 because the Connect for Outlook's replacement, Salesforce for Outlook, doesn't allow for email to case … WebSee and relate relevant Salesforce content in Outlook: From Outlook email, your reps get context into what’s happening with the people they sell to. And most important: Reps add … hurtle scooter company