Cenlar
Cenlar
  • 6
  • 27 547
Create a Salesforce Case from Outlook with Existing Contact
Create a Salesforce Case from Outlook with Existing Contact
มุมมอง: 2 958

วีดีโอ

Create a Salesforce Case from Outlook - New Contact
มุมมอง 3.4K8 ปีที่แล้ว
Create a Salesforce Case from Outlook - New Contact
Add an Event to Saleforce from Outlook
มุมมอง 6K8 ปีที่แล้ว
This video demonstrates how to add a meeting to Salesforce from Outlook.
Add an Attachment to Salesforce from Outlook
มุมมอง 4.3K8 ปีที่แล้ว
This video demonstrates how to add an attachment from an email to Salesforce.
Create a Salesforce Contact from Outlook
มุมมอง 6K8 ปีที่แล้ว
Demonstrates how to create a Salesforce Contact while in Outlook using the Saleforce for Outlook plugin.
Salesforce for Outlook
มุมมอง 4.4K8 ปีที่แล้ว
Salesforce for Outlook

ความคิดเห็น

  • @JohnPaulPaonessa
    @JohnPaulPaonessa ปีที่แล้ว

    Thanks for the video. Can the same be done from the Outlook Contacts area? Also, when a contact is updated in Outlook, will that contact be updated in Saleforce?

  • @paigelucien7116
    @paigelucien7116 4 ปีที่แล้ว

    How do I get the icon salesforce cases on my outlook

  • @aileenjusties5350
    @aileenjusties5350 5 ปีที่แล้ว

    Would be great to have an update for the Lightning Sidebar!

  • @anjlichhatwani8287
    @anjlichhatwani8287 5 ปีที่แล้ว

    Thank you so much for making this video. How did we integrate outlook and salesforce in the first place?

  • @JonathanPallesTeacher
    @JonathanPallesTeacher 6 ปีที่แล้ว

    I am having the same problem as Rajiv. I have the option to add other fields (customer / account / etc), but I cannot add Contacts. Is there something I need to do to turn this option on?

  • @rajiv2612
    @rajiv2612 6 ปีที่แล้ว

    Thanks for sharing! I don't see the "Add" button though on my Salesforce Add-in on Outlook - so when i go over a new contact, it just says "No Matching Contacts or Leads in SF" but i can't do anything to add it.

  • @dzijacky37able
    @dzijacky37able 7 ปีที่แล้ว

    I'm using Outlook 2010 and the create case button isn't an option. Is there a way to create a case in Outlook and automatically create that case in outlook using this older version?

  • @divyapennada2499
    @divyapennada2499 8 ปีที่แล้ว

    HiCan I directly add the attachments to the record under notes and attachments'? Instead of the Activity History Task?