![]() ![]() See when someone has left the company that they used to work for and then create automation behind this (for example create a working list for a data steward to go update the information). Quickly see in Salesforce the conversations that are happening through InMails between your company and theirs (these are no longer a blind spot).Ĭ. Create a lead/contact in Salesforce at the click of a button while on Linkedin.ī. Microsoft is investigating an ongoing issue preventing some customers from accessing their Exchange Online mailbox through Outlook on the web. LinkedIn – life just got easier thanks to the following features –Ī. If you are having difficulty with your Steward log-in, please contact your local IS Help Desk. email messages and contacts, but you must first set up Outlook before you. The ability to reference specific records within Salesforce in your messages, it’s much easier than copying and pasting URLs. Shift+F3: Change the text in Microsoft Word from uppercase to lowercase or a. Enter your (not your email address) and your NetID password when. Being able to put the Salesforce record for the account, and opportunity onto a channel (which is generally created for the client/prospective client).Ĭ. Smart phones can be configured for access using the Microsoft Outlook app. Collaborate around clients with relevant data to hand being pulled from the CRM.ī. Teams – There is also an out-of-the-box integration with Teams. Surface any object in Salesforce, this could be pipeline, opportunity, matter, or engagement. View activity between your firm/company and theirs.ĭ. View the record of the individual that sent you an email when you view the email.Ĭ. Pushes CRM data to users within their Outlook Inbox where they spend a lot of their day.ī. Outlook – Salesforce has an out-of-the-box integration with Outlook, what it does –Ī. GoDaddy, Bluehost, web.com) & ask for help with DNS configuration of SPF (and any other email authentication method). Here are my top recommended integrations that drive productivity between Microsoft and Salesforce: Outlook If you are a small business, or are unfamiliar with IP addresses or DNS configuration, call your Internet domain registrar (ex. Most firms that Upper Sigma works with utilise Microsoft products for Emails, Chat, Reporting, Professional Networking, and in some cases Business Intelligence. Click on the Store Email button and MailSteward will go to work storing copies. Microsoft & Salesforce, the integrations worth getting – by our Enterprise Account Executive, Christopher Orkney. MailSteward will archive all of your email in a database for easy retrieval. ![]()
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