Create a Salesforce Contact from Outlook

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  • เผยแพร่เมื่อ 28 มิ.ย. 2016
  • Demonstrates how to create a Salesforce Contact while in Outlook using the Saleforce for Outlook plugin.

ความคิดเห็น • 3

  • @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.

  • @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?

  • @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?