Makes it easy to connect with prospects to find new business. Lead and contact records show which colleagues have the strongest connection to a prospect. Recommended connections (Not available with Einstein Activity Capture Standard) Gives sales teams the complete picture about activity data, and lets you create processes based on activity data. When you include Activity Metrics fields on list views, page layouts, reports, triggers, processes, and so forth, the data reflects activities that were added to Salesforce manually and by Einstein Activity Capture. Visualize activity data and break it down into meaningful ways, such as by activity owners, activity types, and dates.Īctivity metrics (Not available with Einstein Activity Capture Standard) Shows a summary of sales activities that were added to Salesforce manually and by Einstein Activity Capture.
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Makes it easier for reps to send the timely communication to prospects and customers.
![microsoft to do list outlook integration microsoft to do list outlook integration](https://www.michaellinenberger.com/images/microsoft-to-do-logo.png)
Gives sales reps critical sales context alongside relevant emails. Sharing settings let you decide who can view the related emails and events, so that teams work together better. Plus, when subsequent activity occurs on added emails or events, that new activity is automatically added to Salesforce. Sales reps don’t waste time logging emails and events to Salesforce records. If you also have Inbox, some data is stored using a public cloud provider.ĭata is stored on Microsoft servers, Salesforce servers, and some data is stored using a public cloud provider.Įmails and events that reps send and receive are automatically added to the activity timeline of related records.
![microsoft to do list outlook integration microsoft to do list outlook integration](https://i.pcmag.com/imagery/reviews/054UFJRMCSBqJtuF9bCZpkB-16.fit_lim.size_1050x.png)
Salesforce admins work with the Exchange admins when setting up the integration. Integrating Salesforce with Outlook requires Exchange server settings and general knowledge of the server setup.
Microsoft to do list outlook integration upgrade#
To set up more than 100 users for Einstein Activity Capture, a paid upgrade to Sales Cloud Einstein, Inbox, or High Velocity Sales is required.
Microsoft to do list outlook integration license#
Supports up to 100 users on the Standard Salesforce license with Sales Cloud purchase. Requires the Standard Salesforce license with the purchase of Sales Cloud, Service Cloud, or Lightning Platform. Available in Lightning Experience and Salesforce Classic.