✴️ 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
