With the Sync in the settings, you can control if the Sync runs bi-directionally or one way. If it runs one way, you can have events synced from Outlook to Salesforce and of you set it to run bi-directioanlly, it will create events in your Salesforce and Outlook Calendar.
Great video! I just set this up for my org, but I’m having a slight issue. When I go to click the create new record button, I’m only seeing the ability to create a new task, I’m not able to create an opportunity, account, etc. How do I fix this?
I'm here to ask you a question. I need to implement this. That all the activities that the agents generate in the accounts (visits to their clients) can be synchronized with the Gmail calendar so that they have a better traceability of their agenda. Can you help me with this?
Salesforce has since removed the dedicated Inbox app. The regular Salesforce Chrome extension now accommodates the inbox features based on the permission set assigned to the user. chrome.google.com/webstore/detail/salesforce/jjghhkepijgakdammjldcbnjehfkfmha
@@patriciaboyce8143 Lightning Sync is being decommissioned. If you have lightning sync, Einstein Activity Capture will become available as part of the release schedule to you over time. help.salesforce.com/s/articleView?id=000380330&type=1
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Thanks, very nice and appreciated. One tiny critique, the moving background is distracting.
Noted! thank you for the feedback
great video. the background didn't distract nearly as much as the music.
Music is too loud
Thanks, so with Sync alone it is possible to sync outlook events to your salesforce calendar and viceversa?
With the Sync in the settings, you can control if the Sync runs bi-directionally or one way. If it runs one way, you can have events synced from Outlook to Salesforce and of you set it to run bi-directioanlly, it will create events in your Salesforce and Outlook Calendar.
Great video! I just set this up for my org, but I’m having a slight issue. When I go to click the create new record button, I’m only seeing the ability to create a new task, I’m not able to create an opportunity, account, etc. How do I fix this?
Even me facing the same issue
I'm here to ask you a question. I need to implement this. That all the activities that the agents generate in the accounts (visits to their clients) can be synchronized with the Gmail calendar so that they have a better traceability of their agenda. Can you help me with this?
Unable to find salesforce Inbox chrome extension,
Salesforce has since removed the dedicated Inbox app. The regular Salesforce Chrome extension now accommodates the inbox features based on the permission set assigned to the user. chrome.google.com/webstore/detail/salesforce/jjghhkepijgakdammjldcbnjehfkfmha
liked this all except the music, too loud, very distracting
Old Video now. Lightning Sync is being decommissioned in 2023.
Thank you for letting us know
@@OUTINTHECLOUDS Is Lightning sycn being decommissioned, still?
@@patriciaboyce8143 Lightning Sync is being decommissioned. If you have lightning sync, Einstein Activity Capture will become available as part of the release schedule to you over time. help.salesforce.com/s/articleView?id=000380330&type=1
You are a gifted trainer, but I could definitely do without the music