将电子邮件添加到Salesforce允许您将在Outlook中收到的任何电子邮件推送到您的Salesforce帐户。 我们根据电子邮件的发件人进行查找,因此我们当前只能将此按钮用于您收到的电子邮件,而不能用于您发送的电子邮件。 我们正在更改功能,以便允许您记录已...
Incorrect custom domain in Salesforce "No default BAP location found for this tenant" error "Request administrator permissions to access Salesforce using APIs" error Update add-in error in Copilot for Sales add-in for Microsoft Outlook "User does not have required privileges to access the org"...
At salesforce.com, inc., trust is our #1 value. The Salesforce mobile app, add-in or browser extension (the “App”) that links to this Privacy Statement helps our customers to manage the Services we offer, as well as their businesses and customer relationships on the go. ...
Enabling the email client for Outlook Each user must enable the Salesforce add-in to their email client. If both the desktop and web-based email clients are used, both need to be enabled within their respective environments. Enable the add-in for OWA (web-based) clients Enable the email...
Salesforce for Outlook, a Microsoft® Outlook® integration application that you install, syncs contacts, events, and tasks between Outlook and Salesforce. In addition to syncing these items, you can add Outlook emails, attachments, events, and tasks to multiple Salesforce contacts, and view ...
salesforce for outlook の salesforce サイドパネルを使用してレコードに関连付けられている场合は、メールの関连付けが todo レコードの whoid または whatid 项目に示されます。関连付けは todo の作成后に完了するため、挿入または更新イベントの before または after todo ...
Microsoft Sales Copilot wird im Januar 2024 in Microsoft Copilot for Sales umbenannt. Der Screenshot in diesem Artikel wird in Kürze mit dem neuen Namen aktualisiert.Wer ist betroffen?Tabelle erweitern AnforderungstypBeschreibung Client-App Copilot for Sales Outlook-Add-In Plattform Web- und...
(Salesforce for Outlook, a Microsoft® Outlook® integration application that you install, syncs contacts, events, and tasks between Outlook and Salesforce. In addition to syncing these items, you can add Outlook emails, attachments, events, and tasks to multiple Salesforce contacts, and view...
Salesforce for Outlook, a Microsoft® Outlook® integration application that you install, syncs contacts, events, and tasks between Outlook and Salesforce. In addition to syncing these items, you can add Outlook emails, attachments, events, and tasks to multiple Salesforce contacts, and view ...
Now in basic information given Name as you want and Click on Active checkbox true. Now Assign users and profiles section chooseUsersand in Available Members choose users which you want to give permission for outlook sync. Then add them in left side Assigned Members using the Click on Add ...