Mar 28, 2019 How to integrate outlook 2016 with salesforce. Hi How to integrate outlook 2016 with salesforce. August 19, 2016. Are recorded in there SQL database now they want whenever the transaction reach to 10000 there SQL database should integrate with Salesforce and customer should receive the message from the Salesforce System that your 10000.
Over the years, we’ve obsessively packed the ContactMonkey sidebar with Salesforce integration features that make our plugin the lazy salesperson’s dream. Want for your inbox? We’ve got you covered. But now, fresh off the assembly line, is the latest, shiny update that we’re convinced our 100,000+ users are going to fall in (very nerdy) love with. Do you even need to read more? We think the name (Outlook Salesforce Calendar Sync ? ) speaks for itself! Introducing Outlook Salesforce Calendar Sync With our Outlook Salesforce Calendar Sync, you can create, edit, and delete appointments and meetings in Outlook – and have them completely synced to your Salesforce calendar.
Your prayers have now been answered, it’s never been easier to sync your outlook calendar with Salesforce. That’s right. If you create or edit an appointment in Outlook, it magically populates in Salesforce too.
You will no longer have to worry about Salesforce Outlook sync issues, our handy plugin will solve these! With our Outlook and Salesforce Calendar sync, everything’s automatically connected. It’s part of our mission to make your life easier and to let you do absolutely everything you need to from your Outlook inbox.
We’re offering you the best Salesforce Outlook integration on the market, how could you say no? Too good to be true? Why not give it a go now and with your sales team today! How does Outlook Salesforce Calendar Sync Work? Ah, the trusty Outlook calendar. You live and die by this simple scheduling application.
And while this might look normal, something new lurks beneath Let’s say you double click on your calendar to set up a meeting or appointment. The “Sync to Salesforce” button – now built into your Outlook courtesy of ContactMonkey – is your first clue. Next, let’s say you want to invite some people to a meeting or an appointment. Hit “invite attendees” Where you will be greeted by this page. Nothing special, right?
Once you type a contact’s name in the “To” field, ContactMonkey’s ready to populate all their Salesforce info right in your sidebar (as seen above). Just click the calendar icon next to the person’s name and now, the meeting or appointment will sync to your Salesforce calendar the moment you hit send. But what’s really special is the ability to from your Outlook inbox to Salesforce. Suppose you want to create an event related to your custom object called “properties”. All you have to do is click on the icons next to your recipient’s name – and next to your custom object, like this: Once you hit send, that’s it.
In 1 click to your Salesforce CRM. And now, if you check back in Salesforce, you can see that everything’s been synced for both yourself, and the person you invited. And, as you can see, the meeting is related to the custom object you 1-clicked in your sidebar in Outlook. Pretty cool, right? And remember, if you decide to edit the information in Outlook or cancel the meeting or appointment, the changes are automatically synced to Salesforce, too.
Have you ever seen a Salesforce Outlook calendar integration work so seamlessly? Event Templates Just like the rest of the ContactMonkey suite, this feature offers powerful customization to let you get the most out of your sidebar. With the Event Template feature, you can select a few fields from the event page before saving an event. No more adding meetings to Salesforce, then manually changing the types and fields. Just input everything from your Outlook inbox, for crying out loud!
But most of all it will and focus on your hot leads, prospects and customers! Try Outlook Salesforce Calendar Sync Ultimately, the goal is to make sure you save time and close more deals when working in Outlook. Ultimately, we hate switching between Salesforce and Outlook, so we keep figuring out ways to avoid it. With our Outlook and Salesforce Calendar sync, that’s precisely what you’re able to do. What are you waiting for? You’ve got this far!