Per visualizzare e utilizzare i dati Salesforce in Microsoft® Outlook® e per correlare le email ai record Salesforce, gli agenti devono concedere ad Outlook l'accesso a Salesforce.
Versioni (Edition) richieste
Disponibile in: Salesforce Classic e Lightning Experience
Disponibile con Sales, Service e Lightning Platform nelle versioni: Essentials Edition, Group Edition, Professional Edition, Enterprise Edition, Performance Edition, Unlimited Edition e Developer Edition
In Outlook sul Web, Outlook 2016, Outlook per Mac 2016 o Outlook 2013, gli agenti selezionano un'email o un evento nel calendario. Gli agenti selezionano quindi Salesforce. Viene visualizzato un prompt per l'accesso a Salesforce.
Dopo aver eseguito l'accesso a Salesforce, vengono visualizzati i record pertinenti.
Questo articolo ha risolto il problema?
Facci sapere, così possiamo migliorare!
Caricamento
Salesforce Help | Article
Cookie Consent Manager
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
