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Kuv yuav koom ua ke kuv daim ntawv qhia hnub Outlook nrog Salesforce li cas?
Kuv yuav koom ua ke kuv daim ntawv qhia hnub Outlook nrog Salesforce li cas?

Video: Kuv yuav koom ua ke kuv daim ntawv qhia hnub Outlook nrog Salesforce li cas?

Video: Kuv yuav koom ua ke kuv daim ntawv qhia hnub Outlook nrog Salesforce li cas?
Video: Koos Loos - Kuv Ua Tus Txhaum 2024, Kaum ib hlis
Anonim
  1. Los ntawm kev teeb tsa, nkag mus Sync hauv Quick Find box, ces xaiv Outlook Kev koom ua ke thiab Sync .
  2. Nyem Cia cov neeg siv synchronization kev sib cuag, xwm txheej, lossis ob qho tib si ntawm Microsoft Txauv thiab Salesforce kom pom ntau cov kauj ruam teeb tsa.
  3. Los ntawm Teeb Sync Nqis thiab Kos qhov xwm txheej, nyem New Config.
  4. Nyem Tshiab xob laim Sync Kev teeb tsa.

Ntxiv mus, yuav ua li cas kuv sync kuv Outlook daim ntawv qhia hnub nrog Salesforce?

Salesforce Calendar Sync rau Outlook

  1. Thaum tsim lub rooj sib tham tshiab hauv Outlook, nyem qhov "Sync rau Salesforce" icon hauv koj li Outlook ribbon.
  2. Xaiv qhov kev tiv tauj raug lossis coj hauv koj qhov chaw Salesforce los koom nrog lub rooj sib tham.
  3. Xaiv tus account kom raug lossis lub sijhawm hauv koj qhov chaw Salesforce los koom nrog lub rooj sib tham.

Puas yog Salesforce rau Outlook tseem txhawb nqa? Salesforce Outlook Kev koom ua ke tsis yog. Txhawb nqa ib yam Outlook los yog Exchange ib puag ncig suav nrog Outlook rau iOS no, Android thiab Windows Phone. Yuav tsum tau pauv 365 daim ntawv pov thawj hauv huab.

Qhov thib ob, Kuv yuav koom nrog Salesforce nrog Outlook 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.

Puas yog 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.

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