Kam’s Tech Talk, this video is covering the next steps of previous series on Trailhead and Developer environment. This will explain how to use a single or multiple trails to perform a step-by-step hands-on configuration on a salesforce developer environment and outlook.
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🌕 Benefits:
We will be learning the benefits of Integrating Salesforce with Microsoft Outlook and will find out how it helps the reps to track customer interactions and work their Salesforce deals directly in Outlook.
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 data up to date.
🌕 Steps 1 How a single Trail can help to learn steps
🌕 Steps 2 Salesforce Integration with Outlook – Mac OS – Hands on with Trail – Salesforce Lightning Sync
🌕 Steps 3 Salesforce Integration with Outlook – Windows OS – Hands on with Trail – Salesforce Lightning Sync
🌕 This series with help following business areas:
1. Sales and Pre-Sales
2. Account Management
3. Client Relations
4. Airport Agents
5. Booking Agents
6. Business Analysts
7. Support Teams
8. Customer Services
9. Field Service Engineers
10. Operation Managers
The integration provides Salesforce data directly within Outlook, and the ability to log emails and events to Salesforce records.
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