- SALESFORCE FOR OUTLOOK MAC PLUGIN HOW TO
- SALESFORCE FOR OUTLOOK MAC PLUGIN INSTALL
- SALESFORCE FOR OUTLOOK MAC PLUGIN UPDATE
- SALESFORCE FOR OUTLOOK MAC PLUGIN MANUAL
For some businesses, this may pose potential security concerns. Einstein Activity Capture stores captured data that lives outside of Salesforce. While EAC is a very smart and powerful tool, there are a few considerations that need to be looked at in more detail. Also, business owners will be charged additional licensing fees if there are over 100 EAC users in your organization. EAC also delivers more in-depth insight and context by offering Activity Metrics for data point analysis.ĭespite an impressive list of features, there are some potential drawbacks to Einstein Activity Capture, beginning with the fact it is only available to customers who use Salesforce Lightning.
SALESFORCE FOR OUTLOOK MAC PLUGIN MANUAL
Email and event capture shows Outlook activities directly in the activity timeline of relevant Salesforce records, and are updated with any changes eliminating manual tracking.
Leveraging artificial intelligence, EAC syncs Outlook contacts and events with the Salesforce CRM and tags the correct contacts and accounts, making activity tracking a breeze. EAC provides several impressive features designed to launch productivity for Outlook users.
SALESFORCE FOR OUTLOOK MAC PLUGIN UPDATE
Additionally, this update will sync your Salesforce email templates into Outlook, boosting efficiency and productivity.Įinstein Activity Capture (EAC) is an AI activity logging assistant available for all organizations using an out-of-the-box Salesforce email integration (Outlook or Google). The Lightning experience also allows your Salesforce Administrator to create customized layouts within Outlook so your team will always have the most pertinent information available to them, without having to log into Salesforce.
SALESFORCE FOR OUTLOOK MAC PLUGIN INSTALL
The new outlook integration will still sync your emails on any device using Outlook without the need to install software, giving you the freedom to email anywhere on any device - a feature any on-the-go Salesforce user can appreciate. This process is being replaced with a cloud-based application. The older Salesforce for Outlook required other software to be installed on a user’s machine.įor the techies out there, the old Salesforce for Outlook integration was an executable application (.exe) file that required you to download software to integrate between Salesforce and Outlook. Using newer technology, Lightning for Outlook creates a direct sync between Outlook and Salesforce. However, it takes things up a notch, offering a wide range of additional functionality. This new integration delivers many of the same features as Salesforce for Outlook. The new Lightning for Outlook’s best feature is that it is free and already installed into your Salesforce instance. The New Lightning for Outlook (Similar Package for G-Suite Customers)
SALESFORCE FOR OUTLOOK MAC PLUGIN HOW TO
Next, we will look at some of the key considerations you need to analyze before choosing a 3rd party email integration service.įinally, we walk through the Salesforce for Outlook Integration and show you how to check and see if your integration is set to retire, and the steps you need to take now to plan an effective migration. Whether you use Outlook or GSuite, Salesforce has some great out-of-the-box offerings that will help you integrate your systems. Today, we will address those challenges to help you pinpoint the right email integration for your business. The not-so-good news? There are several possible replacement solutions for Salesforce for Outlook. The good news? There are several possible replacement solutions for Salesforce for Outlook.
Salesforce for Outlook’s pending retirement should be a mild cause for concern for current users who rely on its functionality to streamline sales efforts and automate email data capture.
However, come the Winter ’20 update, expected this December, Salesforce will officially retire this integration. The Salesforce for Outlook integration has helped countless Salesforce users sync their email, contacts, tasks, and calendars between the two systems.
0 kommentar(er)
