Lightning sync salesforce office 365

    • [PDF File]Out Cover FPO Lightning Experience to ...

      https://info.5y1.org/lightning-sync-salesforce-office-365_1_4f288b.html

      Lightning Experience is available for new and existing Salesforce customers. Whether you’re a new customer, or you’re an existing customer still evaluating the features and the level of effort to enable Lightning Experience for users, this e-book will help you plan your rollout strategy from start to finish.

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    • [PDF File]Help Sales Reps Sync Contacts and Events with Lightning Sync

      https://info.5y1.org/lightning-sync-salesforce-office-365_1_dca26e.html

      At that time, Microsoft is retiring basic authentication for Office 365, which Lightning Sync requires for service account connections. If you’re an Office 365 user setting up Lightning Sync for the first time, we suggest that you connect to Salesforce using OAuth 2.0. To learn more, see Change Your Lightning Sync Connection Method Before

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    • [PDF File]Set up “Lightning for Outlook”

      https://info.5y1.org/lightning-sync-salesforce-office-365_1_a81d80.html

      getting Lightning for Outlook and Lightning Sync up and running. PREREQUISITES • Must have Premier or Signature Success Plan attached to licenses from Sales Cloud • Only covers Lightning for Outlook and Lightning Sync • Works with both Lightning AND Salesforce Classic • For customers using Outlook/ Exchange 2013, 2016 and/or Office 365

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    • For Salesforce Users: Setting Up & Using Salesforce ...

      Setting Up & Using Salesforce Lightning for Outlook Even when you’re spending more time in Outlook than in Salesforce, you always want to be considerate of data. To move closer to greater efficiency and better data practices, you can connect Outlook emails to Salesforce, and the Lightning for Outlook add-in is the right tool to get the job done.

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    • [PDF File]Salesforce Email Integration Solutions

      https://info.5y1.org/lightning-sync-salesforce-office-365_1_ede374.html

      Sync Event Series Sync event series in Lightning Experience and the Salesforce app ... Send Email Send email from Salesforce using Gmail or Office 365 accounts Use Gmail or Office 365 Make emails look like they were sent from users' Gmail or Office

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    • [PDF File]Getting Microsoft® Outlook® and Salesforce in Sync

      https://info.5y1.org/lightning-sync-salesforce-office-365_1_7199f6.html

      want Salesforce for Outlook to sync all of your items, or only the ones you specify. If you choose to specify the items you want to sync, you’ll do it like this. 1. Select items you want to sync. You can select multiple items when you press CTRL while clicking the items. 2. Right-click a selected item, then select Categorize > Sync with ...

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    • [PDF File]Einstein Activity Capture

      https://info.5y1.org/lightning-sync-salesforce-office-365_1_5807c3.html

      Einstein Activity Capture connects to Gmail or Office 365, automatically syncing all of your team’s customer communications to Salesforce. When reps send and receive emails and calendar events, Einstein Activity Capture adds the messages to appropriate records in Salesforce – no manual data entry required. All of the

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    • INSTALLING SALESFORCE FOR OUTLOOK

      - Visual Studio® 2005 Tools for Office Second Edition Runtime ... Important: All data in these folders will sync with Salesforce. If you're syncing from Salesforce to Outlook or syncing both ways and delete a record in Salesforce, that record is automatically deleted in Outlook.

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    • For Salesforce Administrators: Setting Up & Using ...

      their Office 365 Outlook through a web browser and make the add-in available for their individual use. Once logged in, users can click on the gear icon in the top navigation bar. From there, they should click “Manage add-ins”. Then in the search bar, users should type “Salesforce Lightning” and click the Enter key to pull up search results.

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    • ISSUE SALEFORCE FOR OUTLOOK SIDE PANEL KEEPS ... - …

      ISSUE: SALEFORCE FOR OUTLOOK SIDE PANEL KEEPS ON LOADING After installing the Salesforce for Outlook (SFO) plug-in with Side Panel enabled, the Side panel loads but it never connects. It keeps on loading and goes into a loop and no data loads or shows up in the Side Panel

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