インテグレーションを使用するには、各 Outlook ユーザーに Microsoft Outlook 向け Salesforce アドインが必要です。各ユーザーがアドインを取得する方法は、会社のメール管理者と IT 部門に任されます。アドインをインストールしたら、Outlook で開き、メールアカウントを接続し、他の Microsoft アドインと同様にアドインを管理します。
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