by Mike Walsh | Mar 20, 2020 | Blog, Salesforce-Apps-AppExchange
Needing to integrate your email with Salesforce? A simple slowdown and disconnect between Salesforce and your email client can not only be a real time waster, but can actually hurt your business process and sales. A better solution will not only save you time, but will increase your Salesforce adoption. Take a look at ZynBit for Salesforce, and try it out with your first 2 users for Gmail or Outlook come free.
Increase Salesforce Adoption by 300% with ZynBit for Outlook, Gmail, and Office 365. Get Salesforce delivered inside of your email. Supports all editions; Industry Cloud, Sales Cloud, Service Cloud, Financial Services Cloud, and Community Cloud.
Check it out ZynBit here!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Aug 14, 2015 | Salesforce Tips
If you’ve been on the Salesforce platform for a while, you probably know that you can integrate Salesforce with Microsoft Outlook. Over the years, the integration has improved, with new features and enhancements every release or so, but installing it is a pain, maintenance can be complicated, and IT tends to have to play a role every step of the way. No more with the new Salesforce App for Outlook!
Released in beta in March, the Salesforce App for Outlook is a cloud-based application that beautifully and effortlessly ties your Salesforce and Outlook applications with no installation required. The reviews are a bit weak, but I think that speaks to this being a beta release, and I’m a big fan! There’s a lot of room for growth with some important features still in the works, but it looks extremely promising! Expect big things as this application grows, and expect to see more awesome stuff come out of Salesforce and Microsoft’s strategic partnership! Check out the listing, read more here and check out the videos, and get ready to give your IT team a break!
-Jared and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Jun 29, 2015 | Salesforce Tips
A couple weeks back, we shared with you a solution for removing the pesky “from Salesforce” tag which has the nifty side-effect of dropping your emails sent from Salesforce into your Google Apps Sent folder. Since then, I keep getting the question, “how do I see the emails I sent from Salesforce in Outlook if I don’t have Google Apps?” This week’s solution won’t put the emails in your sent folder, but it takes seconds to set up and serves the purpose just as well.
It may not be as nice as having it in your Sent folder, but getting Bcc’d on emails from Salesforce allows you to keep track of communications sent from Salesforce within Outlook or your email client of choice. Depending on your org, go to either Setup -> Personal Setup -> Email -> My Email Settings or Name -> My Settings -> Email -> My Email Settings. Turn on Automatic BCC and click Save. Now you’ll be automatically copied on all emails you send from Salesforce and can add filters to move them wherever you’d like. It couldn’t be easier!
-Jared and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
