Search results with tag "Outlook integration"
Salesforce Email Integration Security Guide
resources.docs.salesforce.comFrom the Outlook integration, users can manually log a selected Outlook email message and its attachments to Salesforce. The add-in uses the following flow to complete the logging: 6 Outlook Integration Outlook Integration with a Public EWS Endpoint
Getting Microsoft® Outlook® and Salesforce in Sync
resources.docs.salesforce.comMar 12, 2022 · Salesforce for Outlook, a Microsoft ® Outlook integration application that you install, syncs contacts, events, and tasks between Outlook and Salesforce. In addition to syncing these items, you can add Outlook emails, attachments, events, and tasks to multiple Salesforce
1. OneNote basics - North Dakota State University
www.ndsu.eduIn Outlook, select an e-mail message and send it to OneNote. By default, the message goes to the . Unfiled Notes. section, but you can change that setting in . Tools > Options > Outlook Integration. E-mail notes directly from OneNote. Read the next page of the Guide to find out about this feature. In Outlook: In Outlook 2007 this button is
Outlook Integration Implementation Guide - Salesforce
resources.docs.salesforce.comMar 11, 2022 · To use the Outlook integration, each sales rep needs the Salesforce add-in, which provides the integration features. The add-in includes the base integration experience, and Inbox features are unlocked when a user is set up to use Inbox.