sunskyxo.blogg.se - Salesforce lightning for outlook mac

#SALESFORCE LIGHTNING FOR OUTLOOK MAC PLUS#
#SALESFORCE LIGHTNING FOR OUTLOOK MAC PROFESSIONAL#
#SALESFORCE LIGHTNING FOR OUTLOOK MAC FREE#

Develop an application to forecast with maximum accuracy, the consolidated statuses of business leads and opportunities based on over 25 parameters that can tweaked to alter the forecasting model.

They wanted to build a tool for their staff to do predictive analysis for their clients.

#SALESFORCE LIGHTNING FOR OUTLOOK MAC PROFESSIONAL#

The client is handling the case management with Salesforce very effectively and now able to maintain the data in two different systems.Ī provider of business intelligence professional for small and mid-size companies based in San Jose. We have also integrated Qualtrics with Salesforce to get the Case-Close survey for the customers from various country on their language and also to get their feedback about the product. We built custom web service for syncing Salesforce data with Oracle and vice-versa using MuleSoft. We have configured the salesforce entitlements and milestones for case management to define the timeline and escalation rules. We have configured Salesforce according to business requirement of the client for Person Account management, Order, Case management if the solution was not provided within the given timeline, then the system will escalate the case to next level in the Escalation matrix.Īlso, to design a solution that allows auto-assignment of a case to the available representative dynamically and to build a web-service for syncing the Orders with Oracle and Salesforce in real-time. The Client’s requirement was to sync Salesforce with Oracle bases Order management system (which includes placing an order, cancelling the order, returning ordered products), Case management.Ĭhallenge is to build a solution to resolve the case within a specified timeline by the customer care representatives.

#SALESFORCE LIGHTNING FOR OUTLOOK MAC FREE#

Their services allow users to create a profile, complete a questionnaire and a team of stylists then handpick a box of clothes which are delivered free of charge. The Client expertise in an online clothing delivery service for men, women and kids and an ‘online personal stylist’ for fashion. Now if I create new task from global actions, you will see that email subject is auto-populated as task subject, Contact is auto-populated with sender’s contact. Here I will add bulletinboard as a contact to salesforce. (4) We can right away add the sender and recipient as a contact or lead in (2) Takes us directly to the salesforce home page right from the outlook. (1) Here we can access the global actions, to quickly create the records. Once you are logged in, you will see a similar screen as shown below: Click on the icon and login into your salesforce account. Once Lightning for Outlook add-in is added, you will be able to see salesforce icon when you either open an existing email or you create a new email. Enter Salesforce Lightning for Outlook in the Search box.If you are using desktop version, goto Office Store. If you are using outlook web, goto Settings > Manage add-ins.If you’re using custom Outlook for the web domains, add those domains to allow access. If you’re using Office 365, allow Salesforce access from the Office 365 Outlook on the web domain.Enable Let users access Salesforce records from Outlook.

From Setup, in the Quick Find box, enter Outlook, and then select Lightning for Outlook and Sync.

It requires unique company domain in this format: not waste time and get started Turn On Lightning for Outlook Note that, If you are trying to set it up on your personal email (free version), it will not work. LFO is truely a cloud-based solution, that will run on both, locally installed versions of Outlook and on Outlook on the web.īefore getting started make sure that your system meets these requirements Lightning for Outlook System Requirements.

SFO is purely a client-based application, meaning that, it only works with locally installed versions of Outlook.

It doesn’t require any installation of product on your computer.

#SALESFORCE LIGHTNING FOR OUTLOOK MAC PLUS#

It has all the features of SFO, plus the additional ones. SFO is an executable application (.exe) that requires installation of product on your computer.Starting with it people usually assume that Salesforce for Outlook(SFO) is for classic version and Lightning for Outlook(LFO) is for lightning due to the names. Create new Salesforce records directly from Outlook.Relate your Outlook emails, attachments, events, and tasks to the Salesforce records of your choice, directly from Outlook.Keep your contacts, events, and tasks in sync between Salesforce and Outlook.You can stay productive with these key features: Are you spending too much time toggling between systems? It’s time to use Outlook and Salesforce together.