Cov txheej txheem:

Office 365 puas tuaj yeem koom nrog Salesforce?
Office 365 puas tuaj yeem koom nrog Salesforce?

Video: Office 365 puas tuaj yeem koom nrog Salesforce?

Video: Office 365 puas tuaj yeem koom nrog Salesforce?
Video: CS50 2014 - Лекция Стива Балмера по CS50 2024, Kaum ib hlis
Anonim

Siv qhov no kev koom ua ke , koj ua tau yooj yim sync koj Salesforce xwm txheej nrog koj Office 365 daim ntawv qhia hnub. Cia li txuas koj Office 365 thiab Salesforce account hauv Automate.io, tig qhov Bot no thiab koj ua tiav!

Ib yam li ntawd, kuv yuav ntxiv Salesforce rau Outlook 365 li cas?

Teem lub Outlook Integration

  1. Nyem., thiab xaiv Setup.
  2. Nkag mus rau Outlook hauv Quick Find box, thiab tom qab ntawd xaiv Outlook Kev koom ua ke thiab Sync.
  3. Qhib Outlook kev koom ua ke.
  4. Cia cov neeg sawv cev cuam tshuam cov lus email tshiab rau Salesforce cov ntaub ntawv.
  5. Muab koj cov lus qhia muag khoom los teeb tsa kev koom ua ke hauv Microsoft Outlook.

Ib yam li ntawd, Salesforce rau Outlook puas ua haujlwm nrog xob laim? Rau qee lub sijhawm tam sim no, nws tuaj yeem cuam tshuam email los ntawm Outlook rau Salesforce dhau Salesforce rau Outlook (SFO), ib daim ntawv thov downloadable uas tsuas yog ua haujlwm rau Salesforce Classic. Qhov tshiab xob laim rau Outlook (LFO) yog huab-raws li - tsis tas yuav rub tawm ib qho software!

Ntawm no, Salesforce rau Outlook ua haujlwm nrog Office 365?

Qhov no cia cov neeg siv saib Salesforce kev sib cuag, cov thawj coj, cov nyiaj thiab cov hauv kev hauv cov ntsiab lus ntawm email los ntawm tus neeg siv khoom. Salesforce rau Outlook ua haujlwm nrog Outlook 2013, Office 365 , Outlook rau Mac thiab Outlook Web App (OWA). Koj tuaj yeem tau txais Salesforce App rau Outlook los ntawm Chaw ua haujlwm Khw muag khoom dawb: khw. chaw ua haujlwm .com.

Kuv yuav ua li cas thiaj pab tau Salesforce plugin hauv kev pom zoo?

Pab kom Salesforce Sab Vaj Huam Sib Luag

  1. Los ntawm kev teeb tsa, nkag mus rau Outlook Configurations hauv Quick Find box, ces xaiv Outlook Configurations.
  2. Yog tias koj tab tom hloov kho qhov kev teeb tsa Outlook uas twb muaj lawm, nyem Kho kom raug ntawm ib sab ntawm qhov koj xav hloov kho.
  3. Xaiv Sab Vaj Huam Sib Luag.
  4. Txuag koj cov kev hloov pauv.

Pom zoo: