The Connector for Outlook and Salesforce.com brings Salesforce to your inbox and calendar. When an email is received the connector automatically shows the details of the sender by fetching the full Contact information directly from Salesforce, including related objects such as Account, Opportunities,...
- For customers still using Outlook or Exchange 2010, Salesforce for Outlook is available at: http://sfdc.co/cckKXJ App capabilities When this app is used, it Can send data over the Internet This app can read or modify the contents of any item in your mailbox, and create new items. ...
(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...
Email integration (Connect For Outlook, Salesforce For Outlook) 5D992.c MMKT G160317 16020101 46515 CTI Toolkit 5D992.c MMKT G160317 16020113 46514 Service SDK 5D992.c MMKT G160317 16020113 46514 Medication Reconciliation 5D992.c MMKT N/A Medication Therapy Management 5D992.c MMKT N/...
Salesforce Connector 可以同步联系人的所有信息、交易历史、任务、事件、合同、产品、报价、附件以及其他关键CRM数据。 Gmail & Outlook Integrations 电子邮件交互、客户回应、邮件跟踪数据、发送和接收时间戳、电子邮件附件、与特定邮件关联的任务和事件等。 Google Ads 广告点击率、转化数据、消费、关键词性能、竞价策略...
enableengageforoutlook boolean engage for outlook が有効か ( true )、否か ( false ) を示します。 true に设定すると、engage ユーザは outlook アカウントを接続して、engage メールを outlook 受信トレイから送信できます。 enablegmailintegration boolean gmail インテグレーションが有...
Salesforce Connector——如果你有多个Salesforce“Org”,或者例如,在你的公司——无论是在不同地区,子公司,你现在都可以轻松地连接而无需编写哪怕是一行代码。 当你使用Salesforce Connect集成你的应用时,你的员工将会获得数据的实时可见性,让他们更加高效并更主动的联系客户吧。
擴充Copilot for Sales (預覽版) 疑難排解指南 概觀 CRM 權限與設定 Outlook 側邊面板 設定、安裝及登入 連接至 Salesforce CRM 時的驗證問題 登入Dynamics 365 時出現「需要存取權」錯誤 連線中斷,因為工作階段過期或無效、或 OAuth 權...
The Salesforce connector has special handling for authentication however due to a limitation on the Salesforce backend, tokens will expire if not used for a long amount of time and users might face a "Bad_OAuth_Token/Session expired or invalid" error. Please re-login with your credentials. ...
客户端应用Copilot for Sales Outlook 加载项 平台Web 和桌面客户端 操作系统Windows 和 Mac 部署用户托管和管理员托管 CRMSalesforce 用户所有用户 症状 尝试从 Copilot for Sales 登录到 Salesforce 时,将显示以下错误消息,错误代码ConnectionApiPolicyViolation为 : ...