#Email Integration0 debatiendo

Work Smarter Right From Your Inbox 📧 

Is customer data is sitting in your sales reps’ inboxes? Whether you’re using Gmail or Outlook, Email and Calendar Integration is central to sales rep productivity with Salesforce. Drive your business forward by making it easier than ever to keep your Salesforce records up to date.

Check out to the Email and Calendar Integration Best Practice Guide with topics that include:

• Integration Assessment
• Integration Benefits
• Gmail and Outlook Integration Setup 
• Automation with Einstein Activity Capture

Keep communications in sync and supercharge your team’s productivity by enabling the tools that they rely on most.

@* Service Cloud * @Service Cloud Users @* Outlook/Teams, Gmail, and Inbox * @* Customer Success * @Salesforce Flow Automation @* Salesforce Platform * #Email #Email Integration #Outlook/Teams/Gmail #Sales Cloud Einstein #Sales Cloud #Service Cloud #Salesforce Platform #CommUpdates

✴️  This week’s #TuesdayTips to help you with your #Email Integration is #Email To Case ✴️

Start by watching the Email Integration Circle of Success on demand: https://salesforce.vidyard.com/watch/uCvEENX2494MLkPXSQrJFS

Efficiently manage incoming and outgoing emails with customers who need support.  Automatically convert email to cases, and when logged as a case, view, track, and report on inbound and outbound emails by case. 

Email and Calendar Integration in the Salesforce Sales Cloud doesn’t automatically include Email-to-Case. Email-to-Case requires Salesforce Service Cloud downloading the Email-to-Case Agent.

Review this article for details about how to set up Email-to-Case with step-by-step instructions, and learn about all the related options: https://help.salesforce.com/articleView?id=customizesupport_email.htm&type=0

This video walks you through the steps to set up Email-to-Case in Sales Cloud: https://salesforce.vidyard.com/watch/J1oUeE1ivnnXt9oqDmd5bZ

This video walks you through the steps to set up Email-to-Case in Service Cloud: https://salesforce.vidyard.com/watch/oPpRE6AZhdx8vgFPm7J7Ur

Go further! 

When you’re ready to extend your email integration story to include advanced features, check out the resources here.

• https://salesforce.vidyard.com/watch/KriYKuFXjRqPYN7KXh8oLZ

And remember to bookmark the #Email Integration best practices one-pager for easy access! https://help.salesforce.com/articleView?id=000354844&type=1&mode=1

Questions?  We want to hear from you!  Post your questions here, or join one of our Sales or Service office hours: https://sfdc.co/AskSalesService

In October, watch for our next series on Custom Objects, Tabs, and Fields. 

cc @Hathaway Moore @Bhavin Patel 

✴️  This week’s #TuesdayTips to help you with your #Email Integration is #Einstein Activity Capture ✴️

Start by watching the Email Integration Circle of Success on demand: https://salesforce.vidyard.com/watch/uCvEENX2494MLkPXSQrJFS

The automation in Einstein Activity Capture helps you keep contacts, events, and emails updated between applications. Learn how to set this up so that the emails and events that your reps send and receive are automatically added to the activity timeline of related accounts, contacts, contracts, leads, opportunities, and quote records in Salesforce.

This video shows you how to set up your users’ Microsoft or Google accounts to Salesforce and configure Einstein Activity Capture settings: https://salesforce.vidyard.com/watch/KriYKuFXjRqPYN7KXh8oLZ

Get the details about configuration, settings, permissions and more that will guide you through both Admin and end user setup steps: https://help.salesforce.com/articleView?id=aac_configure.htm&type=5

And remember to bookmark the #Email Integration best practices one-pager for easy access! https://help.salesforce.com/articleView?id=000354844&type=1&mode=1

Questions?  We want to hear from you!  Post your questions here, or join one of our Sales or Service office hours: https://sfdc.co/AskSalesService

Next week we'll talk about Email to Case. 

cc @Hathaway Moore @Bhavin Patel 

✴️  This week’s #TuesdayTips to help you with your #Email Integration is Getting Started for Gmail and Outlook integrations! ✴️

Start by watching the Email Integration Circle of Success on demand: https://salesforce.vidyard.com/watch/uCvEENX2494MLkPXSQrJFS

Get started improving productivity by reviewing the Outlook and Gmail Integration on Desktop help article. Review the features, need-to-know prerequisites, and inbox user steps: https://help.salesforce.com/articleView?id=email_int_overview.htm&type=5

Gmail integration

For Gmail users, these resources are the quick route to productivity. Find guided learning paths or choose your own adventure on Trailhead, the free, hands-on learning platform.

• The Gmail Integration trail teaches your reps how to track customer interactions and work their Salesforce deals directly in Gmail: https://trailhead.salesforce.com/en/content/learn/modules/gmail_integration

• This how-to style webinar features a Certified specialist who will guide you through the setup process with Gmail during a scheduled, fixed time frame. Premier support access required: https://help.salesforce.com/articleView?id=000314007&type=1

If your reps use Outlook, the resources here provide details about integrating Salesforce tools with that email platform.

• The Outlook Integration trail teaches your reps how to track customer interactions and work their Salesforce deals directly in Microsoft Outlook: https://trailhead.salesforce.com/content/learn/modules/outlook_integration

• This how-to style webinar features a Certified specialist who will guide you through the Outlook setup process during a scheduled presentation. Premier support access required: https://help.salesforce.com/articleView?id=000322782&type=1&language=en_US

And remember to bookmark the #Email Integration best practices one-pager for easy access! https://help.salesforce.com/articleView?id=000354844&language=en_US&type=1&mode=1

@Hathaway Moore @Bhavin Patel 

✴️  In this week’s #TuesdayTips, we introduce a series to help you with your #Email Integration ✴️

To help your team work together, achieve your goals, and uncover what’s next for your business, make sure you avoid data silos with email. Learn more about how Salesforce email integration tools allow sales reps to work smarter right from their inboxes: https://salesforce.vidyard.com/watch/dH81vYGk5YYyE8jeRw9GzD?

Start by watching the Email Integration Circle of Success on demand: https://salesforce.vidyard.com/watch/uCvEENX2494MLkPXSQrJFS

The following links provide steps and resources along your journey: 

• Salesforce email integration tools: https://salesforce.vidyard.com/watch/dH81vYGk5YYyE8jeRw9GzD?
  Enable sales reps to work smarter right from their inboxes.

• Trailblazer Community for Email Integration: https://trailblazers.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000009M90CAE

Learn which tool is right for you:  https://www.salesforce-email.com/

Use this resource to identify the best path for you to bring the power of the world’s #1 CRM to your email.

Benefits of email integration: 

Whether you’re using Gmail or Outlook, email communications are so common now that a lot of customer data is sitting in your sales reps’ inboxes. Seamlessly bring that info to light within the context of your CRM solution. 

• Work More Efficiently with Email - Webinar: https://webevents.force.com/Iman/s/iman-event/a0Q0H00000JglyPUAR/work-more-efficiently-with-email
   

And remember to bookmark the #Email Integration best practices one-pager for easy access! https://help.salesforce.com/articleView?id=000354844&language=en_US&type=1&mode=1

@Hathaway Moore @Jennifer West