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Akshay Shrivastava
salesforce to outlook integration
I have a requirement for outlook integration with salesforce. I have seen many videos on youtube but it did not resolve my issue. can anyone suggest to me the right way?
I need if anyone send email then it should be shown on record activity page
I need if anyone send email then it should be shown on record activity page
You can try the Einstein Activity Capture feature.
When reps send and receive emails, Einstein Activity Capture automatically adds them to the activity timeline of related account, contact, contract, lead, opportunity, and quote records.
See trailhead module
If this information helps, please mark the answer as best. Thank you
All Answers
You can try the Einstein Activity Capture feature.
When reps send and receive emails, Einstein Activity Capture automatically adds them to the activity timeline of related account, contact, contract, lead, opportunity, and quote records.
See trailhead module
If this information helps, please mark the answer as best. Thank you
Anyway thanks for replying
I have already gone through many sites all setting seems to be good.
Turn On the Outlook Integration in Salesforce Turn on the Outlook integration so your sales reps can access Salesforce in Microsoft® Outlook®. Deploy the Outlook Integration to Users To use the Outlook integration, each sales rep needs the Salesforce add-in, which provides the integration features.
Regards,
Peter