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Cenlar
เข้าร่วมเมื่อ 27 มิ.ย. 2016
This channel contains "how to" Salesforce videos specific to Cenlar.
Create a Salesforce Case from Outlook with Existing Contact
Create a Salesforce Case from Outlook with Existing Contact
มุมมอง: 2 958
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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.
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?
How do I get the icon salesforce cases on my outlook
Would be great to have an update for the Lightning Sidebar!
Thank you so much for making this video. How did we integrate outlook and salesforce in the first place?
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?
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.
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?
HiCan I directly add the attachments to the record under notes and attachments'? Instead of the Activity History Task?