Lightening Outlook 2011 Upgrade To Sales

And if you dont administer Microsoft Exchange, you can get that admin to work with you.

Lightening Outlook 2011 Upgrade To Sales

To set up more than 100 users for Einstein Activity Capture, a paid upgrade to Sales Cloud Einstein, Inbox, or High Velocity Sales is required.

Salesforce admins work with the Exchange admins when setting up the integration.

To continue using the Outlook integration after the end of 2021, make plans now to upgrade to the latest versions.

The Outlook integration and Einstein Activity arent available in the Trailhead Playground.

Reps can add (or log) events and their attachments to Salesforce records as well.

When you use Einstein Activity Capture, email and event capture automatically adds Outlook emails and events to the activity.

You get loads of flexibility customizing how Salesforce content appears in Outlook.

Reps can quickly craft email messages using templates instead of writing messages from scratch.

The final piece is to make sure reps can find the same, up-to-date information whether theyre working in Salesforce or Outlook.

But Einstein Activity Capture offers more than just contact and event syncing.

Plus, when subsequent activity occurs on added emails or events, that new activity is automatically added to Salesforce.

The additional productivity tools provide more value than she anticipated.

Starting in Winter 21, Lightning Sync availability is changing.

Moving forward, Einstein Activity Capture is the long-term solution.

For example, prevent Einstein Activity Capture from adding emails and events associated with a specific person or company.

If you use Einstein Activity Capture through an add-on license, email insights is turned on by default.

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Lightening For Mac Outlook 2011