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How to integrate Salesforce email with Microsoft Outlook?
The integration between Salesforce and Microsoft® Outlook® requires both server-side setup and ashort client-side setup procedure. Review the system requirements and ensure that your emailserver is set up to communicate with the integration. Turn on the integration and push the Salesforceadd-in to your Outlook users.
How to add Outlook integration to your email?
Note: To add the Outlook integration, your email domain can’t be hosted through another email provider. To confirm this please visit this site, en ter your email domain and check the “MX” for the domain. Once you click on one of the recipes you will be asked to connect your monday.com account with your Outlook account:
What are the standard fields in Microsoft Outlook?
Version of Outlook that the Calendar item is created in. Yes/No. Specifies whether the Calendar item has been marked as read. Text. Combination of the values of the Recurrence, Start, and End fields. Date/Time. Last date and time of a recurring Calendar item. Date/Time. First date and time of a recurring Calendar item.
Can a template be included in an Outlook integration?
Attachments in email templates aren’t supported in the Outlook integration. If a sales rep inserts an email template that containsan attachment, the body of the template is inserted in the email. However, the attachment isn’t included.
Is it possible to save email attachments in Salesforce?
I just talked to the support and they confirmed that currently its only possible to save email attachments within Salesforce by using the Outlook plugin OR doing manually from within salesforce.
Where do I Find my Salesforce attachments file?
Salesforce Files are sometimes listed in the Attachments section depending on the experience you use and how your org is configured, the name of the section does not necessarily translate to the technology in use.
How did Smartbridge migrate from dynamics to Salesforce?
And as we all know, the devil’s in the details. TL;DR: D365 to SFDC FTW! W hen Smartbridge migrated from Dynamics 365 Customer Engagement to Salesforce Sales Cloud, we were no different than our own clients – cautious, deliberate and thorough.