Link Salesforce To Outlook Calendar

Author Hannah 30 Jun 2024

Link Salesforce To Outlook Calendar - Salesforce and outlook calendar sync. The salesforce integration with outlook is one of a suite of products that give sales reps the power to work from their email applications, while keeping salesforce. View and work with salesforce data directly in outlook, create salesforce records, and log emails and events back to salesforce. Install and configure cloud connect.

How To Sync Outlook Calendar With Salesforce (Stepbystep)

You can keep your outlook and salesforce events in sync using salesforce for outlook. List the requirements and other setup considerations. Bring salesforce into your email with outlook or gmail integration and inbox, and use einstein activity capture to automate busy work.

Salesforce For Outlook, A Microsoft ® Outlook Integration Application That You Install, Syncs Contacts, Events, And Tasks Between Outlook And Salesforce.

If you use einstein activity capture, tell your users which calendar to use to edit events based on the sync direction. Use einstein activity capture app to connect salesforce calendar with an external calendar, such as microsoft® outlook® or google calendar™. Setup the integration with microsoft® outlook®.

Watch This Short Video Walkthrough To Learn How To Easily Sync Email, Contacts, And Calendar Events Between Outlook And Salesforce.

Automatically syncing outlook calendar events to salesforce can help reps get time spent logging events back so they can generate more revenue without. Email and calendar integration will help drive your business forward by making it easier than ever to keep your salesforce records up to date. Sync outlook calendar with salesforce and keep your schedule on track with calendaranything's bidirectional integration with outlook.