Lightning sync salesforce
[PDF File]Set up “Lightning for Outlook”
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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
[PDF File]Introducing Sales Cloud Lightning and Service Cloud Lightning
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Sales Cloud Lightning Salesforce has been on a continuous journey to completely re-imagine CRM for the modern era. In 2015, we delivered Salesforce Lightning based on the customer success from nearly two decades of pioneering enterprise cloud computing. Built on a metadata, multi-tenant platform, Sales Cloud Lightning is an entirely new Salesforce
[PDF File]Help Sales Reps Sync Contacts and Events with Lightning Sync
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AND Manage Lightning Sync Salesforce admins can set up Lightning Sync so reps can sync contacts and events between Microsoft® Exchange and Salesforce. Salesforce admins and IT pros complete several steps, both on your Exchange server and in Salesforce. Complete these steps to set up Lightning Sync for Microsoft Exchange. 1.
For Salesforce Users: Setting Up & Using Salesforce ...
the Classic and the Lightning Experience. Even if you’re using Salesforce Classic, Lightning for Outlook will work for you and will be a huge benefit, not to mention an improvement from Salesforce for Outlook. Note: instructions detailed below focus exclusively on Lightning for …
[PDF File]Salesforce and Microsoft
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Lightning Sync Use Lightning Sync to sync contacts and calendar events from any Exchange-connected device, and Salesforce. Lightning Sync keeps contacts and events in sync between Microsoft Exchange Server accounts and Salesforce without any need to download or maintain software. With Lightning Sync, you can have confidence
[PDF File]Sync Your Contacts and Events with Lightning Sync
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•Sync tasks. Instead, admins can set up the Outlook integration app to let you work with Salesforce tasks from Outlook. • Sync recurring events (repeating events created in Salesforce Classic). Instead, move to Lightning Experience—Lightning Sync can
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